About Us
With more than 42 in the financial services industry, and more than 16 years, as a fully independent investment Advisor (Hawley Advisors, registered with the State of California) Dan has helped clients plan for retirement and protect their wealth.
Based in Walnut Creek in the San Francisco Bay Area, our experience and proactive approach has guided families through the numerous economic and market cycles. To us, builing and protecting client wealth is more than just assets and cash flows. It’s the ability to achieve the freedom to enjoy life, the health to sustain it, and the peace of mind to not outlive assets and to pass on a lasting legacy. True prosperity is measured not only in financial security, but also in family, friendships, and service.
Our services are highly personal and go beyond the “know your client” standards of the financial services industry. We believe in the principle of “Caring, Competence and Commitment” expected in any fiduciary professional relationship to serve our clients with fee based services. Feel free to contact us for a private, no-obligation exploratory conversation.
A Team Dedicated to Your Wealth and Retirement Success
Daniel Hawley
CERTIFIED FINANCIAL PLANNER™
President and Chief Investment Officer
Dan Hawley, with over 42 years of experience, has a diverse background in securities and investment advisory services. He began his career in 1984, earning the Certified Financial Planner ® and NASD (now FINRA) Series 7 and 63 Securities Registrations, and a California Insurance License. He gained extensive experience working with customers at Great Western Financial Securities and later held significant roles at regional banks, including opening new branches and training staff.
In 2006, Dan founded Hawley Advisors, focusing on fee-only investment advisory services. He has adopted an institutional based dynamic model portfolio system based on risk-adjusted return investing appropriate to each client portfolio. Hawley Advisors currently manages, (as of Oct 7, 2025)over $74million for 57client households and two non-profit entities. Dan’s approach emphasizes understanding clients’ objectives, risk tolerance, and financial planning needs, ensuring personalized and responsive service.
Dan’s deep knowledge of financial strategies relative to current economic and market realities, combined with his commitment to client education and tailored investment plans, distinguishes his firm from larger, impersonal institutions.
Shirley Coria
Chief Operations Officer (COO ) Hawley Advisors, LLC.
Shirley J. Coria has been in financial services industry since 1981. She started her career with Financial Industry Regulatory Authority (FINRA - formerly NASD) as an Administrative Assistant to the Senior Examiner. Soon thereafter, she joined a independent investment firm “Gainsborough Financial Consultants.” In 1983, Mr. Gainsborough then founded the highly regarded “Associated Securities Corp” (ASC), a Registered Broker-Dealer firm, acting in various roles eventually rising to Sr. VP HR/Licensing & Registration.
In 2005 she then joined “NPB Financial Group LLC,” a successor to ASC, which was then absorbed into Independent Financial Group (IFG) in 2022 before eventually joining Hawley Advisors in 2025. She holds FINRA securities Series 7, 24, 66 (63 & 65) & 99, and worked in various positions starting from the Compliance Department Associate, Sr. VP/Registration/Licensing, Supervision Associate and Chief Operation Officer. She graduated from CSULA (BA), and earned a Certification in HR. Management from UCLA Extension, and holds her graduate degree from Claremont Graduate University, (MS).
Christine Clakley
Client Service & Operations
Christine Clakley brings over three decades of professional and community experience to Hawley Advisors, where she has been a key part of the team since 2008. After earning her business degree in Marketing from the University of Texas at Austin, she built her early career in banking before serving as Executive Director of the Children’s Skin Disease Foundation.
At Hawley Advisors, Christine oversees client service and operations, ensuring every client experience is seamless and responsive. From onboarding and account transitions to coordinating with tax professionals, she is known for her organizational excellence and dedication to client care.
Christine’s ability to manage complex details while keeping the “trains running on time” makes her an invaluable resource to clients and the firm alike.
Maitri Goonewardena
Portfolio Advisor and Research Analyst
Maitri brings over three decades of experience in financial analysis, portfolio management, and investment strategy. A Chartered Financial Analyst (CFA) and graduate of the Sloan Fellows program at Stanford University’s Graduate School of Business, he has advised high-net-worth individuals and corporate executives throughout his career.
After early roles in accounting and financial analysis with the Defense Contract Audit Agency and 3M, Maitri served as Director of Asset Management for a Bay Area consulting firm before founding MKG Capital Management in 1999. There, he manages portfolios, private investment partnerships, and provides strategic financial guidance to clients nationwide.
At Hawley Advisors, Maitri contributes in-depth research and portfolio analysis, supporting clients with insights that help protect, grow, and structure their wealth. His expertise in risk assessment, equity strategies, and complex financial planning makes him a trusted resource for clients seeking clarity in today’s dynamic markets.
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Address:
Hawley Advisors
1600 South Main St, Suite 190
Walnut Creek, CA 94596
Contact:
Phone: (925) 906-9800
Fax: (925) 906-9884
Email: info@hawleyadvisors.com
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