Welcome to my Web site! Here you will find a wealth of information in the form of newsletter articles, calculators, and research reports.
About My Practice
My name is Hatem Elshimy, a financial professional with Principal® Financial Network based in San Diego, California.
I began working in the financial services industry in 2013 and have more than a decade of experience in the investment field, including several years focused on financial planning. I work with individuals, families, and business owners to help them better understand their finances and make informed decisions over time. My work includes financial planning, investment strategies, retirement planning, insurance, and planning considerations for business owners. I primarly serve first and second genration immigrants in Southern California and bring a perosnal perspective to the relationships.
Here's how I can help
Individual Planning Services
You want to be ready for what comes next in your life. Whether you're close to retirement or just starting out, I can help with a financial strategy that's tailored to fit your needs right now and going forward.
| Prepare for what's next |
| Getting married |
| Buying a home |
| Starting a family |
| Saving for college |
| Dealing with divorce |
| Living in retirement |
| Protect what matters most |
| Income |
| Loved ones |
| Assets |
| Set realistic financial goals |
| Maximizing retirement contributions |
| Eliminating debt |
| Investing for the future |
| Reviewing investments |
| Create your legacy |
| Estate planning strategies |
| Charitable giving |
Business Planning Services
Do you ever feel like advice often comes in a one-size-fits-all package? We know every business is different, so we start by getting to know your business and you first. Whether you're looking to protect what you've built, retain top talent or recruit new employees, we've got you covered.
After all, it's more than just a business. It's personal. And that's why we go beyond the basics to create a plan that covers what matters most to you.
| Your business |
| Business transfer strategies |
| Key person protection |
| Business protection |
| Your employee |
| Retirement plans |
| Group benefits |
| Key employee benefits |
| Your life |
| Business owner strategies |
| Disability income protection |
| Legacy and estate planning |
Education & Credentials
FINRA Series 7 & 66 securities registrations
Fluent in speaking, writing, and reading Arabic and English
About Me
My interests include staying active through hiking, boxing, soccer and pickleball. I enjoy attending concerts particiapting in imporv, meeting new people, and staying engaged in professional and community groups.