Hilary Hendershott, MBA, CFP®
Financial Advisor for Women and Couples at Hendershott Wealth Management- Claim this Profile
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Bio
Credentials
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Certified Profit First Professional
Profit First Professionals- It's your business. Shouldn't your profit come first?Jan, 2020- Nov, 2024 -
CFP®
Certified Financial Planner Board of Standards, Inc. -
MBA
Santa Clara University
Experience
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Hendershott Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor for Women and Couples
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Jul 2014 - Present
After my first few years in the financial services industry, I knew I had to start a firm like Hendershott Wealth Management. There was a gap in the marketplace—hundreds of thousands of women eager to make wise investment decisions and a male-dominated financial industry that simply wasn’t meeting their needs. These wise women needed a financially fit team of fiduciary investment advisors to empower them to make smart, safe and proactive financial moves. And thus, Hendershott Wealth Management, one of the first and only female focused Registered Investment Advisory firms in America, was born.
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Wise Women's Council
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United States
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Business Consulting and Services
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1 - 100 Employee
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Member
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Feb 2022 - Present
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Profit Boss Radio podcast
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hendershottwealth.com/itunes
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Podcast Host
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Jan 2016 - Present
Profit Boss® Radio highlights inspiring women who have created success in their financial and professional life. Each week you can tune in and hear how women, including successful authors, CEOs and thought-leaders with amazing stories to tell, have paved the road to sustained success with both beliefs and actions. We’re questioning the old taboos that keep us quiet about money and are gearing up our campaign to empower a million women to become millionaires. Your Host, Hilary Hendershott, MBA and Certified Financial Planner, is the Founder & Chief Advisor at of Hendershott Wealth Management. Hilary is a financial advisor, money mindset expert, and experienced wealth manager. She has worked for 20+ years with people who want to preserve their wealth, make it grow, and eliminate financial stress once and for all.
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TEDx
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TEDx
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Professional Speaker
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Jul 2014 - Present
A dynamic, sought-after guest speaker and host, Hilary has produced a number of speaking topics for a wide variety of companies and organizations. She loves having the opportunity to share what she’s learned in her nearly two decades as a Certified Financial Planner™ with her audiences. Hilary’s speaking engagements are educational, fun, nonjudgmental and relatable. Hilary communicates without jargon, collaborates without ego, and cultivates deep-seated trust with her clients in her thriving wealth management practice and podcast, Profit Boss® Radio.
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Education
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Santa Clara University Leavey School of Business
MBA -
University of California, Santa Cruz
Certificate -
Landmark Education
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Santa Clara University
B.S.