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.
About
Laurus Financial Group
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 whats 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.
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Our Team
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
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 clients 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 similar positions (Vice-President Investments) at Wells Fargo advisors, WM Financial Services as well as Citibank Investments.
