Broker Check

1900 South Norfolk Street, Suite 350, San Mateo, CA 94403

949-877-3505
teamhatori@assetplanprotect.com
Log in to Schwab

Your Life. Your Financial Professional.

From wealth management to retirement solutions, our expert insight and sophisticated investment strategies can help women realize their financial goals.

Schedule Consultation
Who We Serve

Who We Serve

Don’t go it alone. Whether you’re a first-time investor, reimagining your retirement, or anything in between, you need the right team of financial professionals in your corner.

Speak to an Expert

If you’re ready to work with a financial professional, let’s sit down to talk.

Schedule Consultation

We help women bridge the investment confidence gap.

Client Centered

  • Get educated and get started on your investment journey.

  • Protect your family and finances at every stage of life.

  • Work with experts to develop a plan as unique as you are.

  • Get the advice you need for personal or professional change.

Our Services

Specializing in the unique needs of women investors.

First-Time Investors

First-Time Investors

Overcome market hesitancy with education and guidance.

Learn more
Business Owners and Entrepreneurs

Business Owners and Entrepreneurs

Supporting small business owners and investors.

Learn more
Wealth Management

Wealth Management

Wealth-building consultation and management.

Learn more
Life Insurance

Life Insurance

Protect yourself and your family.

Learn more
Estate Strategy

Estate Strategy

Planning for every phase of life.

Learn more
Retirement Planning

Retirement Planning

Your most important financial milestone.

Learn more

Schedule a Complimentary Consultation

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial situation, and investment goals to see if you’re a good match for our practice.

Thank you!
Oops!