Hanna Fleck is an independent Financial Advisor with Boom Planning providing wealth management services to individual clients and non-profit organizations in areas such as customized financial planning, investment management, college savings, trust and estate advice, and tax strategies.
Hanna has over twenty-two years of experience in the financial services industry in general, including management positions at GATX Capital and Circle International relating to Financial Planning, Leasing, Treasury, Debt and Investment Management. Before becoming an adviser, she worked in international businesses requiring extensive travel between the companies’ subsidiaries in the U.S. and Europe.
Given her international work experience, German upbringing and love for travel, Hanna is in a unique position to understand different cultures, currencies, and economies. As a result, Hanna’s clients appreciate the global perspective she brings to her work.
Hanna has held various Director and Officer‘s position on the Board of Balboa Terrace Homes Association, worked on Financial Committees at St. Mark’s Lutheran Church, and is President of the San Francisco-Kiel Sister City Committee, Inc.
Hanna is a member of the Financial Planning Association (FPA), the American Society of Women Accountants (ASWA), Financial Services Institute, and the Hanson McClain Retirement Network.
Born and raised in Germany, Hanna graduated from the Ludwig-Maximilians University, Munich, with a Masters degree in Finance, Economics and Accounting. She speaks English and German fluently and lived and worked in the Bay Area for over twenty-two years.