For over a decade, Van Hess has pursued his passion of working with families and business owners to help create and preserve their wealth. The focus of his experience has been in estate planning and investment management strategies.
Mr. Hess’s passion for the industry began as a senior in high school where he was the first in high school’s history to obtain the prestigious Working Internship Leader Award after completing an internship at a local bank. At that local bank he worked with families and contractors and helped both obtain financing for their development projects. During this time, he fostered a passion for helping people achieve their goals.
Before joining Aligne Wealth Preservation & Insurance Group, LLC, Mr. Hess was an associate at Baystate Financial, in Boston. There, through creative insurance strategies Mr. Hess provided clients a holistic approach to their complex insurance and estate planning needs. After achieving Leader’s level production at Baystate, Hess decided to move west and partnered with Mr. Illan and expanded his practice by offering his clients an expertise in the area wealth management strategies and preservation.
Mr. Hess works with clients to develop and implement strategies that are aligned with their wealth management goal, particularly helping to create multi-generational wealth. Mr. Hess and Mr. Illan understand the importance of leaving a legacy and strive to achieve this by stewarding client’s assets for generations to come. In addition to personal strategies, Mr. Hess represents and advises business owners on their 401k and pension plans.
Mr. Hess graduated from Bentley University with a B.S. in Finance (Dean’s List) and a double minor in Law and English.
He currently resides in Manhattan Beach with his wife, two daughters and son. In addition to spending time with his family, Van also has a passion for skiing, tennis, sailing and travel.
Van Hess is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC.
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Supervisory Office: 4695 MacArthur Court, Suite 1000, Newport Beach, CA 92660, 949.660.1717.
CA Insurance License #0F71772
NY Insurance License #LB-1266594