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Welcome to my Web site! Here you will find a wealth of information in the form of newsletter articles, calculators, and research reports.

About My Practice

My name is Hatem Elshimy, a financial professional with Principal® Financial Network based in San Diego, California.

I began working in the financial services industry in 2013 and have more than a decade of experience in the investment field, including several years focused on financial planning. I work with individuals, families, and business owners to help them better understand their finances and make informed decisions over time. My work includes financial planning, investment strategies, retirement planning, insurance, and planning considerations for business owners. I primarly serve first and second genration immigrants in Southern California and bring a perosnal perspective to the relationships.

Here's how I can help

Individual Planning Services

You want to be ready for what comes next in your life. Whether you're close to retirement or just starting out, I can help with a financial strategy that's tailored to fit your needs right now and going forward.

Prepare for what's next
Getting married
Buying a home
Starting a family
Saving for college
Dealing with divorce
Living in retirement
 
Protect what matters most              
Income
Loved ones
Assets
Set realistic financial goals
Maximizing retirement contributions
Eliminating debt
Investing for the future
Reviewing investments
 
 
 
Create your legacy
Estate planning strategies
Charitable giving
 

Business Planning Services

Do you ever feel like advice often comes in a one-size-fits-all package? We know every business is different, so we start by getting to know your business and you first. Whether you're looking to protect what you've built, retain top talent or recruit new employees, we've got you covered.

After all, it's more than just a business. It's personal. And that's why we go beyond the basics to create a plan that covers what matters most to you.

Your business     
Business transfer strategies     
Key person protection
Business protection
Your employee
Retirement plans
Group benefits
Key employee benefits    
Your life
Business owner strategies
Disability income protection
Legacy and estate planning

Education & Credentials

  • FINRA Series 7 & 66 securities registrations

  • Fluent in speaking, writing, and reading Arabic and English

About Me

  • My interests include staying active through hiking, boxing, soccer and pickleball. I enjoy attending concerts particiapting in imporv, meeting new people, and staying engaged in professional and community groups.

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Determine whether you should consider refinancing your mortgage.

How much life insurance would you need to produce a sufficient income stream for your family?

Use this calculator to estimate how much income and savings you may need in retirement.

This calculator is designed to help you attach a dollar figure to your life’s work.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck