Hanke & Apolonio Wealth Advisors Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Less Worry, More Living.

At Hanke & Apolonio Wealth Advisors, we believe financial planning should bring clarity, confidence, and peace of mind—not stress. Whether you’re navigating a big life transition, growing your wealth, or preparing for the future, we provide expert guidance so you can focus on what truly matters.

We specialize in:
✅ Bespoke Investment Management – Keeping your portfolio aligned with your goals
✅ Financial Planning & Coaching – Helping you plan for what matters most
✅ Tax Planning – Finding strategies to help you keep more of what you earn
✅ Estate & Legacy Planning – Planning beyond the next market cycle, but for the next generation
✅ Real Estate & Stock Compensation – Making the most of your assets

We offer two flexible ways to work together:
💡 Ongoing Wealth Management – Comprehensive investment management with continuous financial planning.
💡 Flat-Fee Planning & Coaching – Personalized financial guidance without investment management.

Based in San Francisco, CA, we work with clients across the country, helping them stress less about money and live more fully.

Let’s build a plan that works for you. Less worry, more living.

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