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.

The SECURE 2.0 Act expanded tax credits that can offset most or all startup and early‑year costs for many small employer...
03/27/2026

The SECURE 2.0 Act expanded tax credits that can offset most or all startup and early‑year costs for many small employers. Lance Schoening, Director of Policy at Principal®, outlines the credits and the practical ways financial professionals can work with clients and tax preparers to help them claim these benefits. Read more.
https://livesocial.seismic.com/a5Ejh_

Retention matters. Support your employees with a customized financial education program—to help foster a stronger, more ...
03/27/2026

Retention matters. Support your employees with a customized financial education program—to help foster a stronger, more engaged workforce.

Ready to empower your team? Contact me to get started.

Accessible financial education can help make a positive impact on employee engagement and retention. If you're ready to ...
03/26/2026

Accessible financial education can help make a positive impact on employee engagement and retention. If you're ready to support your team's financial future, I'd love to share how our employee financial education program can help.

Let's connect.

February's jobs report surprised to the downside, with payrolls falling by 92,000 and raising questions about whether th...
03/26/2026

February's jobs report surprised to the downside, with payrolls falling by 92,000 and raising questions about whether the labor market is truly stabilizing. Yet beneath the headline weakness, unemployment remains historically low and wage growth resilient, suggesting a labor market still in a low-hiring, low-firing equilibrium.

The latest response from Principal Asset Management℠ breaks down what the report means for the economic outlook and the Fed's path forward:
https://livesocial.seismic.com/aCgalt

When employers offer Principal® short- or long-term disability insurance, employee assistance program (EAP) services are...
03/25/2026

When employers offer Principal® short- or long-term disability insurance, employee assistance program (EAP) services are automatically available to employees and their families.

Excited to expand the value of Principal® disability coverage through our partnership with industry-leading ComPsych®. E...
03/24/2026

Excited to expand the value of Principal® disability coverage through our partnership with industry-leading ComPsych®. Employees and families receive access to emotional, financial, and everyday support. Another way we're helping employers care for the whole person.

February CPI came in largely as expected, offering reassurance that underlying inflation pressures continue to trend in ...
03/24/2026

February CPI came in largely as expected, offering reassurance that underlying inflation pressures continue to trend in the right direction. But markets have likely already moved on. With energy prices surging amid the Iran conflict, the bigger question is whether higher oil will reignite inflation pressures in the months ahead.

Get the details in the latest market response from Principal Asset Management℠:
https://livesocial.seismic.com/aIFE3s

A disability can stall a business fast. Overhead Expense insurance reimburses business owners for expenses incurred duri...
03/23/2026

A disability can stall a business fast. Overhead Expense insurance reimburses business owners for expenses incurred during a disability— so your clients can keep their doors open. View more.
https://livesocial.seismic.com/a4N26x

03/23/2026

nzherald.co.nz

Here's a bit of good news: Nearly three-fourths of small business owners have no plans to reduce their staff this year. ...
03/21/2026

Here's a bit of good news: Nearly three-fourths of small business owners have no plans to reduce their staff this year. 🥳Read about other emerging business trends, including expected growth, here: https://livesocial.seismic.com/aexNH2

Get a clear view of the key themes shaping retirement policy in 2026, with practical insights to help you stay ahead of ...
03/21/2026

Get a clear view of the key themes shaping retirement policy in 2026, with practical insights to help you stay ahead of potential changes. Explore the bill details.

https://livesocial.seismic.com/aQyrIu

Address

4370 La Jolla Village Drive
San Diego, CA
92122

Telephone

+16193588817

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