Neela Hummel (BA, CFP®)

Neela Hummel focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

I specialize in working with:
  • Highly educated, successful women
  • Women who have come into money but were not raised with money
  • Tech-savvy, sophisticated businesspeople in the 45-60 year-old range
  • Entrepreneurs
I believe that you cannot advise on finances without knowledge of a client's goals and dreams. With a background in software engineering, I created the central planning department at Abacus and specialize in financial projections spanning decades for high net worth individuals. Detail oriented to a fault, I thrive on complex financial planning issues and complicated questions.

Additional Information

My dad created and sold several large companies in the 70's, netting multi-millions of dollars. Through some bad financial advice and poor planning, he lost his fortune, and my family went from experiencing one financial extreme to the other. The financial ups and downs that I went through as the daughter of an entrepreneur had a profound impact on my money personality. I value creativity and innovation yet want to protect myself from the potential downsides of "betting the farm." I became a financial advisor to help people make better-informed financial decisions, and help save others from experiencing the pain and suffering of financial uncertainty. I am a graduate of UC Berkeley as well as a Certified Financial Planner (TM).

NAPFA Start Date

August 23, 2011


This Office

429 Santa Monica Blvd Ste 500 Santa Monica, CA 90401-3443 Phone: (310) 566-1888 Fax: (310) 566-1899