A complete list of active advisors currently associated with Hoodoo
Warmer can help you find a great advisor at Hoodoo or one who fits your needs even better.
Hoodoo Financial serves primarily under‑banked individuals, novice investors, and small businesses, providing financial education, comprehensive planning, retirement and portfolio management, and related services. The firm also offers tax planning, tax preparation and filing services and publishes periodic newsletters and educational materials as part of its client offerings. Hoodoo delivers advice through a virtual Educator/Advisor platform and mobile tools, combining interactive e‑learning (including curriculum licensed from the National Financial Educators Council), videos, and live virtual meetings and screen sharing. Its investment process emphasizes written investment policy statements, dollar‑cost averaging and Modern Portfolio Theory, and it provides both discretionary and non‑discretionary/advisory arrangements so clients can retain execution control when they prefer. The firm’s focus on bringing MPT‑based portfolio construction and financial education to small accounts (the brochure notes a client account minimum of $500 and assets under management of $219,295.59) is atypical among peers. Hoodoo’s combination of in‑house tax services and possible insurance commissions, a published newsletter and YouTube channel, and a deliberate emphasis on live seminars and online courses are features that are statistically uncommon for independent advisers.
To learn more about the advisors currently working at Hoodoo, 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 |
|---|---|---|
Oakland, CA
| 10
|
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