With three decades of experience, Milo F. Hanke, CFP, helps clients build and protect their wealth. His firm’s integrated approach to financial planning promotes prosperity of clients and their loved ones – not simply through the next market cycle – but over generations.
His firm, Hanke & Co. Wealth Management, LLC, is a fee-only Registered Investment Advisor that abides by the fiduciary standard. He delivers investment management and financial planning that encompasses retirement funding, estate planning, tax-avoidance, and gifting strategies.
Located in San Francisco’s financial district, Hanke & Co. includes a full-time paraplanner, and it services client assets of more than $50 million. He provides clients the strengths of large advisory firms, including research, advanced information technology, and regulatory oversight.
He is a member of Northern California Planned Giving Council and the National Association of Eagle Scouts. He is past president of San Francisco Beautiful and serves as a national board member of Scenic America.
Milo first observed the financial world soon after college as a contributing correspondent for Business Week. In 1977, he joined Harvard University as a public relations manager, and later served as an executive with New England Life. Before establishing a financial planning practice in San Francisco, he had been affiliated with Bank of America’s municipal finance division.
Individuals and families who wish to discuss investment or financial planning matters are invited to schedule a complimentary consultation.