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Better 401(k) Plans. Happier Employees. 

Professional 401(k) oversight to reduce employer liability
and maximize employee savings

Meet Your Retirement Plan Fiduciary Advisor

For more than 25 years, I've worked in the employer-sponsored retirement plan space, serving plan sponsors and participants. What I've learned is that despite the excess of information out there, the dedicated human support that moves the needle is still very limited. Most plan sponsors have access to plenty of tools and resources. What's missing is a true specialist who can minimize the complexity, turn information overload into a clear path and give fiduciary guidance that's always in your best interest.

​That's why I founded Hall Financial Wellness.

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  T: (213) 787-4015

4000 MacArthur Blvd, Ste 600 East Tower, Newport Beach, CA  92660

info@hallfinancialwellness.com 

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Hall Financial Wellness, LLC (HFW) is a Registered Investment Advisor. Investment advisory services offered through Hall Financial Wellness, LLC.  This site is published for residents of the United States only.  Not all of the products and services referenced on this site are available in every state. HFW does not provide tax or legal advice. 

©2026 Hall Financial Wellness | All Rights Reserved 

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