Broker Check

Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

James (Jim) Hendries, CEPA®

714-799-0774 ext. 4

Jim is qualified to help you; and as an independent financial services firm located in Orange County, backed by the strength of LPL Financial, he creates professional, customized financial plans to help build, preserve, and transfer...

Read more

Sandra Bruner

Sandra Bruner is the Operations Manager for James Hendries, LPL Financial Advisor, Huntington Beach. Jim and Sandra have worked together for over 20 years. She is the calm voice that answers our phones and adeptly handles all...

Read more

Bradley Burdick

Bradley Burdick is a Client Service Specialist at Hendries Wealth Management. He is currently in his last year at Cal State Fullerton where he is in the Financial Planning Program and working towards his finance degree. His goal after...

Read more