Distinguished in the Art of
Financial Planning Herrmann Financial Services Displays Extraordinary Teamwork and Expertise
Ever notice a string of letters after a financial advisor’s name? Ever wonder what they mean? The letters in the CFP® mark are of particular significance, showing their user is a CERTIFIED FINANCIAL PLANNER™ certificant. Advisors with this designation have distinguished themselves by meeting stringent educational, examination, experience and ethics requirements.
In other words, a CFP® professional is no ordinary financial advisor, which makes Herrmann Financial Services (HFS) of Danville no ordinary firm. All three members of its advisory team, David Herrmann, Jason Cooke and Kerry Davis are CFP® professionals. Besides offering a level of knowledge and understanding few firms can match, HFS serves as a fiduciary in the management of assets, meaning it is required by law to put the interests of its clients ahead of its own.
Putting the client first is at the heart of everything the firm does. “Our business is built on trust and competence,” says David Herrmann. “Entirely fee-based, we are a boutique firm, and we use our size to our advantage. By not having to deal with the bureaucracy and politics of a big corporation, we can get a lot done for our clients. We are able to be more responsive and focused.”
Offering an unprecedented level of service, Herrmann, Cooke and Davis serve all of the firm’s clients together as a team. When needed, the three provide specialized advice in their individual areas of expertise.
“We use a well-defined and disciplined process to help clients determine their needs,” Cooke says. “Then we work together to design customized portfolios. Our experience makes all the difference in helping our clients achieve their financial goals. They know we’ve been there before. We help reduce their worries.”
With 29 years in Danville, HFS has a strong local presence, helping clients with investment management, estate planning, tax planning and risk management. “We also have the resources to serve retirees efficiently and responsively when they move out of town,” says Davis. “After all, we have clients in 180 cities, from San Diego to Seattle to Boston, and often travel to meet with them.”
Herrmann displays tremendous passion about his team and his practice. “This is a great business to be in,” he says. “We have every opportunity to do what’s best for our clients. We get to be a part of their lives and help them realize their dreams.”
370 Diablo Road, Suite 201 | Danville, CA 94526
925-831-0200 | www.herrmannfinancial.com
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S.