I’m a CPA and CFP® professional. His prior work experience has involved supporting financial advisors in a variety of roles including developing and monitoring financial plans and preparing tax returns. At Foundry Financial, Noah is currently in a Financial Planning role where he works alongside Kevin to help the firm’s clients achieve financial success.
Noah is a graduate of the University of Colorado at Boulder where he triple majored in Personal Financial Planning, Accounting, and Operations Management. He brings a strong attention to detail, advanced excel skills, and financial planning software experience to the table.
Noah grew up in the Philadelphia area and currently resides near the beach in Fort Lauderdale, Florida. Besides working for Foundry Financial, Noah volunteers with the nonprofit Sea Turtle Oversight Protection which rescues disoriented hatchlings on Fort Lauderdale’s beaches. Noah is also a scuba diving instructor and leads scuba diving and lobstering tours off the beach in Fort Lauderdale.
I'm Noah Hankin, a financial planner. I went to school for financial planning and accounting and discovered I really liked the intersection of personal finance. It pulls together so many of the things I care about: markets, financial analysis, tax planning, and talking to people.
What I love most is helping people feel more confident. Giving someone a straightforward answer so they can make the best decision, and actually take the next step, is the part of the job that I value most. My particular focus is tax-focused retirement planning.
Right now I work at Slant CRM alongside Foundry, improving planning processes and staying at the cutting edge of where AI meets financial services.
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