The HF Retirement Group
At The HF Retirement Group of 252 Wealth Management, we place our clients at the center of everything we do. With a combined 75+ years of experience, we have the skill set and connectivity to help provide the right answers or know where to get it. Our established team seeks to provide clients with personalized guidance and education.
Our Mission
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you're in the early stages of building wealth or facing complex retirement or estate considerations later in life, we are ready and equipped to help you make decisions for your future.Strategy & Structure
We create fully integrated wealth plans across all of our clients' assets & liabilities.
Educate & Simplify
In a complex financial world, we offer comprehensive solutions by focusing on what is important to you.
Legacy Planning
We preserve & optimize wealth for current & future generations while keeping your family's long-term goals & values in mind.
Our Process
At The HF Retirement Group, we place our clients at the center of everything we do. With a combined 75+ years of experience, we have the expertise, skill set, and connectivity to help provide the right answers or know where to get them. Our established team is focused on providing clients with personalized guidance and education.Whether corporate retirement plans or personal wealth, we become deeply involved in our clients' lives, doing what's necessary to ensure they reach their most important goals. From implementing tax-efficient strategies for concentrated stock positions, to retirement and educational planning, we work closely and continuously with our clients to develop a customized wealth management plan designed to help them accumulate and preserve their wealth.
Once a wealth management plan is agreed to and implemented, we review the progress as needed to make certain that the strategy and structure remains aligned with our client's overall financial needs. Going above & beyond has always been our compass that drives us to consistently deliver high levels of service and client satisfaction.
Dan Fienberg, CFP®, C(k)P®, AIF®
Managing Director
Marianne O'Neill, CRPC®
Senior Registered Client Associate
Vice President
April Sandoval, CRPC®
Senior Registered Client Associate
What We Do
Our Services
Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.
Our team strives to optimize the path to your financial goals. Creating a customized investment plan for each client stands at the center of what we do. We partner with our clients to help demystify the sometimes overwhelming investment planning process, strategies, products, and services so that our client understand why our suggestions will benefit them over the long term.
Our comprehensive process analyzes your assets and liabilities, as well as your sources of income now and in the future to map out the optimal outcomes pre & post-retirement and across generations. We take into account your financial needs, including short and long-term objectives, time horizons and tolerance for risk.
We design your customized plan to represent each area your financial life:
- Risk Management (Insurance)
- Education
- Taxes
- Investments
- Retirement Planning
- Estate Investment Planning
Once your wealth management plan is agreed upon and implemented, we review your plan's progress with you to make certain that the strategy and structure remain aligned with your overall financial needs. Along the way, we partner with your other trusted advisors so your team of professionals are working in conjunction for your benefit.
As a team with extensive knowledge in retirement plan consulting, we understand and proactively address the evolving interests of business owners, their respective committees, and their employees. With access to industry experts and a team approach, we have the understanding and ability to coordinate with you, your plan provider, and Third Party Administrator to help meet your retirement plan needs and goals.
Acting as fiduciary, we have the knowledge to understand the ever-changing environment and the experience to implement industry best practices.
Our full service model includes:
- Plan & Provider Review and Benchmarking
- Plan Design Opportunities and Enhancements
- Fiduciary Services 3(16), 3(21), and 3(38)
- Fiduciary Management Education for Plan Sponsors
- Investment Management Selection, Review and Performance Reporting
- Participant Education – groups or one-on-one
- Financial Wellness Programs
- Ongoing Service & Support
As financial advisors, we can provide access to Wealth Management, Commercial Banking and Investment Banking as well as traditional bank products and services to accommodate clients’ needs through Wells Fargo affiliates, and by providing short and long-term retirement and succession planning.
Industry Recognition & Designations:
- Listed as a Top Defined Contribution (DC) Team recognized by National Association of Plan Advisors (NAPA): 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024 & 2025
- C(k)P®: Certified 401(k) Professional (the most rigorous credential available in corporate retirement plans)
- AIF®: Accredited Investment Fiduciary
- IPFC: Institutional Plan Fiduciary Consultant
- CERTIFIED FINANCIAL PLANNER® Professional
- CRPC®: Chartered Retirement Planning Counselor
- MBA: Masters of Business Administration in Finance
Bank products and services provided by Wells Fargo Bank, N.A.
Commercial Banking products and services are provided by Wells Fargo Bank, N.A. and its subsidiaries and affiliates. Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company, is not liable or responsible for obligations of its affiliates. Deposits held in non-U.S. branches are not FDIC insured. Products and services require credit approval
Being based in Los Angeles, we are in the heart of the entertainment world. This helps enable us to recognize and understand the specific needs and challenges our clients face within this space.
Our clients span all aspects of the entertainment community – in front of the camera and behind it. They work in the following areas:
- Digital & Social Media
- Talent
- Creative
- Production
- Agency
- Talent Management
- Legal
Our team strives to optimize the path to your financial goals. Creating a customized investment plan for each client stands at the center of what we do. We partner with our clients to help demystify the sometimes overwhelming investment planning process, strategies, products, and services so that our client understand why our suggestions will benefit them over the long term.
Our comprehensive process analyzes your assets and liabilities, as well as your sources of income now and in the future to map out the optimal outcomes pre & post-retirement and across generations. We take into account your financial needs, including short and long-term objectives, time horizons and tolerance for risk.
We design your customized plan to represent each area your financial life:
- Risk Management (Insurance)
- Education
- Taxes
- Investments
- Retirement Planning
- Estate Investment Planning
Once your wealth management plan is agreed upon and implemented, we review your plan's progress with you to make certain that the strategy and structure remain aligned with your overall financial needs. Along the way, we partner with your other trusted advisors so your team of professionals are working in conjunction for your benefit.
As a team with extensive knowledge in retirement plan consulting, we understand and proactively address the evolving interests of business owners, their respective committees, and their employees. With access to industry experts and a team approach, we have the understanding and ability to coordinate with you, your plan provider, and Third Party Administrator to help meet your retirement plan needs and goals.
Acting as fiduciary, we have the knowledge to understand the ever-changing environment and the experience to implement industry best practices.
Our full service model includes:
- Plan & Provider Review and Benchmarking
- Plan Design Opportunities and Enhancements
- Fiduciary Services 3(16), 3(21), and 3(38)
- Fiduciary Management Education for Plan Sponsors
- Investment Management Selection, Review and Performance Reporting
- Participant Education – groups or one-on-one
- Financial Wellness Programs
- Ongoing Service & Support
As financial advisors, we can provide access to Wealth Management, Commercial Banking and Investment Banking as well as traditional bank products and services to accommodate clients’ needs through Wells Fargo affiliates, and by providing short and long-term retirement and succession planning.
Industry Recognition & Designations:
- Listed as a Top Defined Contribution (DC) Team recognized by National Association of Plan Advisors (NAPA): 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024 & 2025
- C(k)P®: Certified 401(k) Professional (the most rigorous credential available in corporate retirement plans)
- AIF®: Accredited Investment Fiduciary
- IPFC: Institutional Plan Fiduciary Consultant
- CERTIFIED FINANCIAL PLANNER® Professional
- CRPC®: Chartered Retirement Planning Counselor
- MBA: Masters of Business Administration in Finance
Bank products and services provided by Wells Fargo Bank, N.A.
Commercial Banking products and services are provided by Wells Fargo Bank, N.A. and its subsidiaries and affiliates. Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company, is not liable or responsible for obligations of its affiliates. Deposits held in non-U.S. branches are not FDIC insured. Products and services require credit approval
Being based in Los Angeles, we are in the heart of the entertainment world. This helps enable us to recognize and understand the specific needs and challenges our clients face within this space.
Our clients span all aspects of the entertainment community – in front of the camera and behind it. They work in the following areas:
- Digital & Social Media
- Talent
- Creative
- Production
- Agency
- Talent Management
- Legal