Wipfli Financial Advisors

    OverviewSuggest Edit

    Wipfli Financial Advisors (formerly known as Hewins Financial Advisors) is an SEC-registered investment advisor. The Company helps to solve personal and family solutions, such as financial planning, investment advisory, insurance issues. 

    TypePrivate
    Founded1999
    HQRedwood City, CA, US
    Websitewipflifinancial.com

    Locations

    Wipfli Financial Advisors is headquartered in
    Redwood City, United States

    Location Map

    Latest Updates

    Employees (est.) (May 2019)82(+2%)
    Cybersecurity ratingBMore

    Key People/Management at Wipfli Financial Advisors

    Gennady Bekasov

    Gennady Bekasov

    Chief Compliance Officer
    Jandy Rowe

    Jandy Rowe

    Principal, Chief Operating Officer
    Jeff Pierce

    Jeff Pierce

    Principal, Chief Executive Officer
    Rafia Hasan

    Rafia Hasan

    Principal, Chief Investment Officer
    Julie Nichols

    Julie Nichols

    Principal, Chief Financial Officer
    Lora Murphy

    Lora Murphy

    Principal, Director of Business Development, Senior Financial Advisor
    Show more

    Wipfli Financial Advisors Office Locations

    Wipfli Financial Advisors has an office in Redwood City
    Redwood City, CA, US (HQ)
    203 Redwood Shores Pkwy #550
    Show all (1)

    Wipfli Financial Advisors Financials and Metrics

    Summary Metrics

    Founding Date

    1999

    Wipfli Financial Advisors Cybersecurity Score

    Cybersecurity ratingPremium dataset

    B

    84/100

    SecurityScorecard logo

    Wipfli Financial Advisors Online and Social Media Presence

    Embed Graph

    Wipfli Financial Advisors Frequently Asked Questions

    • When was Wipfli Financial Advisors founded?

      Wipfli Financial Advisors was founded in 1999.

    • Who are Wipfli Financial Advisors key executives?

      Wipfli Financial Advisors's key executives are Gennady Bekasov, Jandy Rowe and Jeff Pierce.

    • How many employees does Wipfli Financial Advisors have?

      Wipfli Financial Advisors has 82 employees.

    • Who are Wipfli Financial Advisors competitors?

      Competitors of Wipfli Financial Advisors include GESCO, Lundbergforetagen and HAL Holding.

    • Where is Wipfli Financial Advisors headquarters?

      Wipfli Financial Advisors headquarters is located at 203 Redwood Shores Pkwy #550, Redwood City.

    • Where are Wipfli Financial Advisors offices?

      Wipfli Financial Advisors has an office in Redwood City.

    • How many offices does Wipfli Financial Advisors have?

      Wipfli Financial Advisors has 1 office.