At Hatton Consulting, your goals are our only goal, which is why we place a premium on accountability and trust. We act as your fiduciary, putting your interests ahead of our own, and we charge on a fee-only basis, eschewing commissions and third-party sales to remain free of conflicts of interest. By placing your well-being first and offering wealth management based on discipline, expertise, and enduring values, we help you achieve your goals both now and in the future.
Our team is dedicated to giving you peace of mind that your wealth is working for you. We emphasize our decades of experience and industry-leading credentials (including the CFP®, AIF®, and CFA® designations) not as ends in themselves, but because they exemplify our commitment to serving you.
Tim Hatton, CFP®, AIF®
Founder and President
Tim is the founder and president of Hatton Consulting. Tim began his career in 1988 with Dean Witter and then Morgan Stanley, where he rose to the position of Vice President. In 1999 he founded Hatton Consulting in order to provide objective, client-focused investment and wealth management services to business owners, senior executives, retirees, and their families. Tim wrote The New Fiduciary Standard (Bloomberg Press, 2005), outlining the step-by-step process wealth managers should follow in order to adhere to a fiduciary standard of care. Tim is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary®.
Jim Hatton, CFP®, AIF®
Jim is Vice President of Hatton Consulting. Jim joined the firm in March 2000 and has been advising clients on wealth management issues ever since. Prior to Hatton Consulting, Jim served in a variety of sales, marketing, and management positions for Fortune 500 companies. Jim is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary®.
Tigran Unciano, CFP®, CFA®
Tigran is a Wealth Manager at Hatton Consulting. Tigran joined the firm in November 2006 and has been advising clients on their financial affairs since 2009, after developing the firm's internal technological systems. Prior to joining Hatton Consulting, Tigran was an associate at a large institutional asset management firm in Irvine, California, where he conducted analysis on private investment partnerships. Tigran is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst®.
Vice President of Operations
Shawna is Vice President of Operations at Hatton Consulting. Shawna founded the firm with Tim Hatton and has served as the administrative and operational lead ever since. Her many responsibilities include coordinating with Charles Schwab and Co. (where clients' assets are custodied); processing deposits, withdrawals, and transfers; executing trades; and managing Hatton Consulting's internal business operations. Prior to Hatton Consulting, Shawna served as an administrative assistant at Smith Barney and, before that, as Tim's assistant at Morgan Stanley.
We take our roles as fiduciaries seriously. Our founder, Tim Hatton, wrote The New Fiduciary Standard to outline the fiduciary standard of care for wealth managers. Our focus on integrity is so well regarded that Financial Advisor magazine featured Tim in its cover story “The Art of Being Ethical.”
Our advisors hold three of the most prestigious credentials in the industry: CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst®, and Accredited Investment Fiduciary®. The technical and ethical standards that must be maintained to hold these credentials are the highest in the industry.
It is a privilege to work with you, and we are passionate about delivering exceptional service. We do this by developing a long-term, personal relationship with you that allows us to anticipate your needs and deliver prompt, complete, and accurate answers to all your inquiries.