Laurus Financial Group | Financial Advisor in Orinda ,CA

1 Bates Blvd
Suite 202
Orinda, CA 94563

A Passion for Independent, Unbiased Advice.


About

Our company, Laurus Financial Group, is based on the meaning of integrity, a steadfast adherence to a strict moral or ethical code. Our mission is to help our clients achieve financial security while minding their goals and objectives for their lives. We are proud to be able to offer completely objective advice with no proprietary products, allowing us to do what’s right for the client. By working with you to develop and execute an asset allocation strategy tailored for your goals, you can be confident of having a sound investment plan, one that seeks to help increase your wealth over time.

33 Years of Experience



General Information
No.of Employees:   2-4
Insurance License#:   0643931
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   AZ, CA, FL, HI, IN, NM, NV, OH, OK, OR, TX, UT, WA, WY
Number of Years with Current Firm:   15


Qualifications & Memberships
Insurance and Annuity Licenses:   Life , Variable Life , Annuity , Variable Annuity , Long Term Care
Financial Organization Memberships:   National Association of Insurance and Financial Advisors (NAIFA)
Non-Financial Organization Memberships:   Rotary International


Firm Information
Firm's Number of Clients:   100+
Firm's Number of Planning Clients:   50
Firm's Number of Managed Clients:   100
Assets Managed by Firm:   $75,000,000
Assets Managed by Advisor:   $40,000,000


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Compensation Methods:   Flat Fee , Hourly , Based on Assets , Commissions
Fee % Based on Assets:   Varies
Hourly Rate:   $250.00
Additional Details on Charges:   We household accounts so that all accounts are added to determine the fee structure.


Board Positions
Organization:  Rotary Club of Lamorinda Sunrise  Lafayette, CA
Position :  Immediate Past President

Education
BS - Business  Cal State University Sacramento - Sacramento, CA
August 1973-June 1977

Chartered Financial Consultant - Financial Planning  American College - CA
August 2004-August 2006



FAQs


DISCLAIMER

Securities offered through LPL Financial, Member FINRA/SIPC

R Hays Englehart

R Hays Englehart

ChFC®, LUTCF

Biography


R. Hays Englehart, ChFC is an independent Financial Consultant with LPL Financial, a registered broker/dealer, through which he provides his clients a broad range of investment opportunities. As a fee based independent advisor, Hays provides investment counsel that does not include any proprietary products, enabling him to objectively recommend the most appropriate options for his clients without any conflict of interest.

Hays helps his clients work towards financial freedom and independence through establishing clear goals and financial discipline. He works with his clients to prepare a plan that takes into consideration their goals, unique needs, time frames and risk tolerance. He is committed to educating his clients to make a well-informed decisions and to find meaningful financial solutions.

Hays has worked in the financial services and insurance industry for over 33 years, specializing in non-profit pension programs and individual retirement plans. Hays earned a B.S. degree from California State University at Sacramento and holds both the Chartered Financial Consultant (ChFC), and the Life Underwriter Training Council Fellow (LUTCF) designations. He holds the FINRA series 6, 7, 24, 63 and 65 through LPL Financial and is licensed in many states for insurance. His industry affiliations include the National Association of Independent Financial Advisors. He is active in his community as a member of the Rotary Club of Lamorinda Sunrise, and as a volunteer educator with Junior Achievement in the East Bay area of San Francisco.

My Services


Financial Advice & Consulting

Laurus' approach to financial plannin recognizes that we are all on a special journey and each of us requires our own road map to help us get to where we want to be. This disciplined planning process has helped our clients manage debt issues, better understand the financial decisions that support their situation and even improve family communication regarding money issues.


Portfolio Management

We are independent advisors and don't work for a big name bank or brokerage firm. We DO NOT USE proprietary products, have NO SALES GOALS or quota's, period. Our only goal is helping you achieve financial freedom by giving you independent, objective, unbiased advice.

My Team


R. Hays Englehart Englehart
R. Hays Englehart Englehart

Founding Member

R. Hays Englehart, ChFC is an independent Financial Consultant with LPL Financial, a registered broker/dealer, through which he provides his clients a broad range of investment opportunities. As a fee based independent advisor, Hays provides investment counsel that does not include any proprietary products, enabling him to objectively recommend the most appropriate options for his clients without any conflict of interest. Hays is a Founding Member in Laurus Financial Group, a multidiscipline fee based financial services and wealth management firm with offices in both Northern and Southern California.


Craig Weinstein
Craig Weinstein

Financial Advisor

Craig Weinstein is an independent financial consultant with LPL Financial, a registered broker/dealer through which he provides his clients a broad range of financial services. Craig Advises clients on investment, financial and estate planning and offers customized investment management suited to your individual or business needs. He provides investment advice that does not include any proprietary products, which enables him to stay objective with his recommendations and allows him to keep his client’s interests and needs as his top priority. Craig joins Laurus Financial group, a multidiscipline fee based financial services and wealth management firm. He brings over 18 years experience in the financial services industry. Craig has held ...more


Communities Served

Alameda Alamo
Albany Antioch
Belmont Belvedere Tiburon
Benicia Berkeley
Brisbane Burlingame
Castro Valley Clayton
Concord Corte Madera
Crockett Daly City
Danville Dublin
El Cerrito El Sobrante
Emeryville Fairfax
Fremont Greenbrae
Hayward Hercules
Lafayette Larkspur
Martinez Mill Valley
Millbrae Moraga
Napa Novato
Oakland Pacifica
Pinole Pittsburg
Pleasant Hill Pleasanton
Port Costa Redwood City
Richmond Rodeo
San Anselmo San Bruno
San Francisco San Leandro
San Lorenzo San Mateo
San Pablo San Quentin
San Rafael San Ramon
Sausalito South San Francisco
Stinson Beach Union City
Vallejo Walnut Creek
Nationwide

Office Hours

Mon. 9:00 AM - 4:00 PM
Tue. 9:00 AM - 4:00 PM
Wed. 9:00 AM - 4:00 PM
Thu. 9:00 AM - 4:00 PM
Fri. 9:00 AM - 4:00 PM

Compensation Arrangements

American Express

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