DILLON HAKES, PORTFOLIO MANAGER, CFP®
Dillon Hakes is a financial planner who is dedicated to helping clients achieve their financial goals. He enjoys guiding clients through important life decisions and simplifying complex financial concepts.
With a BA in Economics from the University of Pennsylvania and a CFP® certification, Dillon’s career has been both fulfilling and challenging. During his time at university, he played varsity golf and continues to enjoy the sport to this day. Dillon is a strong advocate for junior golf and investing in the financial education of young people.
Born in Coronado, Dillon has lived in various cities, including Philadelphia, Las Vegas, and San Diego. He has worked as the Head of Portfolio Management at Private Asset Management.
Dillon’s wife Kristyn Hakes is an Accounting Professor at the University of San Diego. Together, they have a four-year-old Australian shepherd, Max. With Dillon’s expertise and commitment to helping clients achieve their financial goals, he is a reliable and trustworthy advisor who can guide you through life’s biggest financial decisions.