A complete list of active advisors currently associated with Hillcrest Financial Group

Warmer can help you find a great advisor at Hillcrest Financial Group or one who fits your needs even better.

Hillcrest Financial Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and employee benefit plans. The firm works with both high-net-worth and non‑HNW individual clients and also offers retirement-plan consulting and ERISA fiduciary services to plan sponsors. The firm manages all client assets on a discretionary basis and constructs portfolios using Modern Portfolio Theory, blending mutual funds, ETFs, and individual securities informed by top‑down macroeconomic and bottom‑up fundamental analysis; it also uses proprietary model portfolios. Hillcrest tailors allocations to client risk tolerance and time horizon, and will advise on or manage held‑away products such as variable insurance contracts, annuities, employer‑sponsored retirement accounts, and 529 plans. Noteworthy features include reaching roughly $568 million in discretionary AUM with a five‑advisor team after registering as an adviser in 2021, a pace that distinguishes it from many peers. The firm discloses receipt of operational, trading, and research support from recommended custodians (Fidelity and Altruist) and that some supervised persons are licensed insurance agents who may earn commissions, arrangements the brochure identifies as potential conflicts of interest.

To learn more about the advisors currently working at Hillcrest Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Anna Bogorodchenko	Thousand Oaks, CA	1
David Harrington	Thousand Oaks, CA	14
Jack Harrington	Thousand Oaks, CA	0
Andrew Price	Thousand Oaks, CA	9
Dean Solomon	Thousand Oaks, CA	22

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