Personal Portfolio

Hannah Wealth Management offers financial planning and consulting in Oakland, CA. Services and products include investment management, retirement strategies, estate conservation and insurance and annuity products. Gregory J. Hannah is licensed to sell insurance products in the state of California.

Osaic Wealth, based in San Jose, CA, is recognized as one of the nation's largest providers of wealth management solutions, boasting a diverse community of over 11,000 financial professionals and 270 financial institutions. With $700 billion in assets under administration, Osaic emphasizes transformative planning that prioritizes partnership and growth. The firm fosters a supportive environment that values diversity and collaboration, allowing advisors to reach their full potential and enhance profitability. Osaic's commitment to understanding the unique needs of its partners ensures that each journey is met with tailored resources and ongoing support. Generated from the website

Sun Financial Group, LLC, based in San Jose, CA, is a prominent player in the financial services industry, known for its strength, stability, and commitment to customer service. The company offers a comprehensive range of financial solutions, including life insurance, annuities, and retirement planning, aimed at enhancing the financial well-being of its clients. With a focus on empowering independent agencies and advisors, Sun Financial Group provides access to a competitive product portfolio and dedicated support teams for case design and sales concepts. Their entrepreneurial approach allows advisors to leverage the financial strength of top-rated insurance carriers to meet diverse client needs effectively. Generated from the website