Hank Scherf, CFP®
Education
Stanford University Graduate School of Business
Master of Business Administration - MBA, Sales, Distribution, and Marketing Operations, General -
North Carolina State University
MS Mechanical Engineering, Engineering -
United States Naval Academy
BS Aerospace Engineering, Engineering -Work Experience
MassMutual Northern California
Current
MassMutual Northern California
Harris Private Wealth
2021-04-01 - 2024-03-01
Harris Private Wealth
MassMutual
2016-07-01 - 2021-04-01
MassMutual
MetLife
2008-01-01 - 2016-06-01
MetLife
SageCrest Wealth Management
2004-09-01 - 2007-12-01
SageCrest Wealth Management
Student Racing Partners
2003-09-01 - 2004-02-01
Student Racing Partners
Conductus
2001-05-01 - 2002-10-01
Conductus
GoDigital Networks
1998-01-01 - 2001-01-01
GoDigital Networks
US Navy
1969-06-01 - 1999-04-01
US Navy
ADC Telecommunications
1993-01-01 - 1998-01-01
ADC Telecommunications
Summary
Hank Scherf, CFP® Financial Planner Financial Services Representative Registered Representative CA Insurance License #0E51270 hscherf@harrisprivatewealth.com My mission is to help individuals and families develop financial objectives and achieve those objectives through a variety of financial solutions and investment services that are designed to meet their present and future needs. My goal is to educate and help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation so you can make informed decisions about issues that affect your financial well being. Most importantly, I hope you see the value of working with a skilled professional to pursue your financial goals so you may achieve financial freedom. Hank Scherf offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory Office: 6701 Knoll Center Parkway, Suite 140, Pleasanton, CA 94566, 1-925-979-2300. Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual), and other fine companies. Harris Private Wealth & Insurances Solutions, Inc. is affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). Harris Private Wealth is not a subsidiary of MassMutual or its affiliated companies. MassMutual Financial Group is a marketing designation for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives.
