Josette Hewitt, CFP , EA, AAMS, AWMA

Josette Hewitt

p. (661)-945-7050

 

 

 

 

Overview

Josette is the President of Hewitt Financial Group.
Education

  • Josette graduated Cum Laude with a Bachelor of Science degree in accounting from St. Theresa’s College in Cebu City, Philippines
  • Diploma in Industrial Relations from the University of the Philippines
  • Licensed CPA in the Philippines
  • Graduate of the College for Financial Planning in Denver, Colorado, class of 1994

Credentials

  • Certified Financial Planner®
  • Enrolled Agent licensed by the United States Department of Treasury
  • Accredited Asset Management Specialist (AAMS) granted by the College for Financial Planning
  • Accredited Wealth Management Advisor (AWMA) granted by the College for Financial Planning
  • Registered Financial Advisor with the National Association of Personal Financial Advisors (NAPFA), the largest organization of Fee-Only financial advisors
  • Holds Life and Disability Insurance Licenses and Fire and Casualty Insurance Licenses with the State of California Department of Insurance
  • Specializes in tax and financial planning for individuals and families, businesses and Non-Profit organizations

Affiliations

    • Member of the Financial Planning Association (FPA)
    • Member of the Investment Committee of AL Hewitt, Inc., which evaluates and develops investment portfolios and policies.

News

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