Team Hewins - Redwood City, California

David Vargas

I first began to work with Team Hewins over two years ago, immediately after my divorce. From the outset, Team Hewins has been outstanding in every respect. Their knowledge of financial services is complete, timely, and proactive.

Communication with Team Hewins is thorough and always delivered with great clarity and patience. Follow-up is an area of communication that can often suffer. Team Hewins is exemplary—the execution of financial transactions is always best in class.

I can not recommend Team Hewins more highly in every aspect of their work.

Moreover, I greatly value the "extra mile" Team Hewins regularly goes when guiding my professional service needs. They have proven themselves an extraordinary resource in matters of real estate and law (estate planning, family law, etc.).

Team Hewins has been resourceful, proactive, and timely. I could not have asked for a better partner to help me navigate life post-divorce.

Jennine Cohen

The Hewins team has always been proactive on strategy, quick to respond, and swift on execution. The most important thing alongside with returns is trust when it comes to selecting the right financial advisor and the Hewins team has always gone above and beyond and have steadily earned that trust as they have consistently been there with my best interests in mind over time.

Bob Albert

The Hewins team has done a phenomenal job of helping us achieve our long term goals and retirement objectives. They help us run different scenarios to understand the impact of any financial decisions we are contemplating. We are extremely pleased with their professionalism and ability to help us grow our money and ensure financial comfort.

Gretchen Detre

I have been so pleased by our years with Team Hewins. Our advisors Carolyn Kelly and Patrice Cresci are intelligent, proactive, personable, and caring. My husband and I trust their sensible management of our money and appreciate their attention to the specifics of our personal financial situation through various life stages. Carolyn and Patrice are a pleasure to do business with.

Kirsten Haitz

As a Fortune 500 executive, I have dealt with many of the large investment firms over the past 30+ years. I needed an advisory firm that would help me plan for the future which includes sophisticated modeling of various different scenarios. However, I was surprised to learn that none of the large firms could deliver this. Team Hewins delivers the modeling I need to make informed decisions about my investment strategies and roadmap. In addition, they also provide an additional layer of security against the constantly evolving threat of identity theft and fraud. To top it all off, they are the most down to earth folks who can make complex investment theories easy to understand for my aging mother who also uses their services. Hewins provides the best of both worlds - the feel of a boutique advisory firm with the security and backing of Charles Schwab where the investments reside. This is exactly what I needed and I could not be happier with my team.

Tracy Schmidt

Team Hewins, and particularly Patrice Cresci and Shelby Miller, are amazing best-in-class advisors and partners for all my financial and investment decisions. I've been with them for 10+ years and they have provided consistent excellence in investing, strategic advice, customer service and attention to detail, and proactive guidance on every aspect of financial planning. They tailor their approach to your needs, and go above and beyond for special requests. They're thought partners and expert advisors whenever you need them. I've looked at other advisors over the years and no one even comes close. Team Hewins is simply the best.

stacy sase

I was referred to Clari Nolet and Team Hewins at a very difficult time in my life. She and Shelby Miller have been my team for two years. They are not only intelligent and knowledgeable, they are kind and thoughtful and listen to my concerns and help in anyway to educate me and ease my worries. I feel well taken care of. They have gone above and beyond in helping me through a difficult transition and continue to do so, whether it be helping with tax filing, budgeting in the short and long term, understanding investments, standing by during mediations and even setting up bill pay. I respect Clari and Shelby for their professionalism and expertise and like them for their kindness, understanding and patience. All other Team Hewins staff that I have met for various reasons have also been efficient, knowledgeable and professional.

analise torrez

I started working with Shelby Miller and Team Hewins in Oct 2020, it was my first time working with a wealth advisor. She's held my hand through the onboarding and beyond. Her work style is supportive, deliberate, and charismatic. She always puts her clients needs first. She has helped me through a complex time with my money and life, that is dedication and passion. She gave my the confidence to keep moving forward as my financial future is bright and in good hands. I don't ever see leaving Shelby and Team Hewins. And I recommend both to everyone that is trying to navigate their financial future. I like the support of knowing if she is not available it's Team Hewins/Shelby that is always there to help, I never worry. Team Hewins you won the financial advisor lottery with Shelby.