Paul J. Hynes, CFP®
As President, CEO, and Founder of HearthStone | Private Wealth Management, I’m dedicated to making financial security as accessible and transparent as possible. This is my passion.
I worked at a traditional stock brokerage firm for 22 years. That led me to search for a better model— one that would always put the interests of clients first. That’s why I launched HearthStone Private Wealth Management. At HearthStone we provide custom financial planning and personalized investment management. We don’t have any other agendas, such as dealing in products or commissions.
I’m also passionate about fighting financial elder abuse. Having personally witnessed the heartache and devastation brought upon a senior in my family who was victimized by a devious crook, I took action. I created “Senior Safe and Sound,” an on-line resource and blog to help educate the public and prevent financial elder abuse.
My wife, Joan and I live in San Diego and are empty nesters. Together with son Chris and daughter Lauren, we enjoy sports of all kinds, especially tennis, golf, and shooting sports. Joan and I participate in many activities, including travel, wine tasting, and stalking our two grown children around the country.
BA, University of Virginia, Charlottesville, VA
College for Financial Planning, CFP® Certification Professional Education Program, 2008 - 2010
CERTIFIED FINANCIAL PLANNER™ Professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
President, CEO, Founder
HearthStone | Private Wealth Management
2010 - Present
Burns Advisory Group, 2006 - 2010
Registered Representative, Senior Vice President
Smith Barney/Citigroup, and predecessors, 1984 - 2006
Scripps Health Gift Planning Advisory Board
San Diego Financial Literacy Center, Volunteer Financial Planner
Financial Independence Training, Volunteer Financial Planner
National Association of Personal Financial Planners (NAPFA)
Financial Planning Association (FPA)
Society of Trusts and Estate Practitioners, Orange County (STEP)
Professional Fiduciary Association of California (PFAC)
San Diego County Bar Association
Estate Planning Council – North County
Estate Planning Council – San Diego
Bay Club – Carmel Valley