Hatem Elshimy - Financial Planner

Hatem Elshimy - Financial Planner Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Hatem Elshimy - Financial Planner, Financial planner, 4370 La Jolla Village Drive, San Diego, CA.

I help individuals and business owners align investments, retirement, and protection strategies — serving as a second set of eyes to eliminate blind spots and create confident decisions.

Excited to expand our workplace financial education programs.Many employees receive benefits and retirement plans, but f...
06/03/2026

Excited to expand our workplace financial education programs.

Many employees receive benefits and retirement plans, but few receive practical guidance on how to make confident financial decisions.

I partner with employers, associations, and organizations to deliver educational workshops on retirement planning, Social Security, tax strategies, financial wellness, and protecting long-term financial security.

Education first. No sales presentation. Just practical guidance people can use.

https://livesocial.seismic.com/aRuBo7

06/01/2026

While business protection remains the top priority for owners in 2026, other priorities have shifted dramatically. 📈 Listen as Nate Schelhaas, SVP of Benefits & Protection at Principal®, explains why many business owners are reevaluating and expanding their key employee benefits packages.

business protection remains the top priority for owners in 2026, other priorities have shifted dramatically. 📈 Listen as Nate Schelhaas, SVP of Benefits & Protection at Principal®, explains why many business owners are reevaluating and expanding their key employee benefits packages.

A new Fed Chair brings new questions for investors. Kevin Warsh's reformist agenda points to a dovish tilt at the front ...
05/31/2026

A new Fed Chair brings new questions for investors. Kevin Warsh's reformist agenda points to a dovish tilt at the front end, a smaller balance sheet, and a rethink of Fed communications. The result could be a steeper curve and higher volatility across markets.

Get the details in the latest market bulletin from Principal Asset Management℠: https://www.principalam.com/us/insights/macro-views/warsh-reformer-new-era-fed?utm_medium=socialselling&utm_source=socialchannel&utm_term=livesocial

The April FOMC meeting revealed rare and notable dissent, underscoring how divided the Committee has become. While the e...
05/31/2026

The April FOMC meeting revealed rare and notable dissent, underscoring how divided the Committee has become. While the easing bias remains in place, the message from Chair Powell was clear: policy is likely on hold for longer amid oil‑driven uncertainty and sticky inflation risks. Markets now face a complex outlook as leadership at the Fed prepares to change.

Get the details in the latest market response from Principal Asset Management℠: https://www.principalam.com/insights/macro-views/april-fomc-meeting-dissent-against-easing-bias?utm_medium=socialselling&utm_source=socialchannel&utm_term=livesocial

A new Fed Chair brings new questions for investors. Kevin Warsh's reformist agenda points to a dovish tilt at the front ...
05/31/2026

A new Fed Chair brings new questions for investors. Kevin Warsh's reformist agenda points to a dovish tilt at the front end, a smaller balance sheet, and a rethink of Fed communications. The result could be a steeper curve and higher volatility across markets.

Get the details in the latest market bulletin from Principal Asset Management℠: https://www.principalam.com/us/insights/macro-views/warsh-reformer-new-era-fed?utm_medium=socialselling&utm_source=socialchannel&utm_term=livesocial

Still explaining that your company culture prioritizes employees? This is a great reminder to ⭐️show it⭐️ with workplace...
05/29/2026

Still explaining that your company culture prioritizes employees? This is a great reminder to ⭐️show it⭐️ with workplace benefits tailored to your employees' life stages!

Still explaining that your company culture prioritizes employees? This is a great reminder to ⭐️show it⭐️ with workplace...
05/29/2026

Still explaining that your company culture prioritizes employees? This is a great reminder to ⭐️show it⭐️ with workplace benefits tailored to your employees' life stages!

With five generations active in the workforce, how can employers support the needs of their diverse employee population?...
05/28/2026

With five generations active in the workforce, how can employers support the needs of their diverse employee population? 💭 Kara Hoogensen, SVP and head of workplace benefits at Principal®, discusses how tailored benefits can impact employee satisfaction, trust in their employer, and even behaviors: 📰
https://livesocial.seismic.com/aTDubk

05/28/2026

indianexpress.com

In 2026, Social Security reform options are on the table. See what a potential benefit reduction could mean and why empl...
05/27/2026

In 2026, Social Security reform options are on the table. See what a potential benefit reduction could mean and why employer-sponsored plans may play an even greater role in long-term workforce and retirement outcomes.
https://livesocial.seismic.com/aLxw9_

Address

4370 La Jolla Village Drive
San Diego, CA
92122

Telephone

+16193588817

Website

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