Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Business Owners, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
Wayne Hake is an experienced financial services professional specializing in financial counseling and education. He has over twenty-five years of business experience in financial consulting, training and management. Wayne is experienced in advanced business and estate planning, as well as an experienced financial planning seminar leader. He has also taught CFPÒ courses at the University of Texas at San Antonio’s Center for Professional Excellence.
Wayne is a graduate of the University of Nebraska with a Masters Degree in Finance, and has completed additional post-graduate studies at the University of Texas at San Antonio in the areas of Accounting and Management. He holds the distinguished professional designations of CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter and Chartered Financial Consultant. Wayne also holds FINRA registrations for General Securities Representative (Series 7), Uniform Investment Adviser Law Examination (Series 65), General Securities Principal (Series 24) and Municipal Securities Principal (Series 53).
Wayne has received a number of industry and company awards for his sales, recruiting, training and sales management abilities. His professional memberships include the Financial Planning Association and the National Association of Insurance and Financial Advisors.
Wayne is also an Honor Graduate of the U. S. Army Command and General Staff College and was called to active duty to serve his country during the Persian Gulf War.
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10101 Reunion Place One Union Square, Suite 300
San Antonio, TX 78216-4157