ERIC HATFIELD, CLU, ChFC, CLTC
President of Hatfield Insurance & Financial Services, Inc.
Eric is a registered investment adviser and licensed as an agent for life & health insurance products (which includes life, health, disability, and long term care insurance products, as well as fixed annuity products). He holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) professional designations from the American College at Bryn Mawr, Pennsylvania. He also holds the Certified in Long Term Care (CLTC) designation from the Corporation for Long Term Care Certification, Inc.
Eric earned his bachelor of science in architecture from the University of Virginia (1996). He was inspired to leave the architectural profession in 2002 to pursue a career in insurance and financial services after a personal experience as a victim in a car accident. Being disabled for a year with seven fractured vertebrae and losing his best friend gave Eric a crash-course education on the value of the products and services he now provides clients.
Eric began his career as an agent for MassMutual where he was recognized with the 2004 New Associate of the Year award by Michel Financial Group. This award is given to an associate in his/her first 3 years in recognition of exemplary professional career development and personal production. In his formative years, Eric was mentored by two seasoned agents, Bing S. Newton, CLU, ChFC and Steven F. Davidson, CLU, ChFC, both of whom spent over 42 successful years in the business. It was the inspiration of these two mentors that lead Eric to pursue a strong educational background to support the services he offers.
After 7 years as a career agent with MassMutual, he established Hatfield Insurance & Financial Services, Inc. in 2009 and reorganized the firm as a Registered Investment Adviser in 2014 to deliver investment and insurance services to his clients through an independent platform. Delivering financial services through this independent Registered Investment Adviser format gives him access to thousands of investment choices on a single institutional platform and benefits his insurance clients by giving him more flexibility in designing insurance solutions. Clients appreciate the peace of mind in knowing that products and services are being offered to them objectively without allegiances to any particular company.
Eric has served on the investment committee of several masonic organizations. He is a Past-President of the Century City Rotary Club, Past-Master of Santa Monica/Palisades Masonic Lodge #307, former Treasurer of Santa Monica/Palisades Masonic Lodge #307, and Past President of Wildfire Networking club in West Los Angeles. He is father to two amazing children. And in his spare time, he loves playing tennis.
JANET MENDENCE
Janet Mendence has been an insurance professional for over 30 years. She joined Hatfield Insurance & Financial Services, Inc. as an associate in the summer of 2015.
Janet began her career as a licensed Property and Casualty agent in 1987 and was quickly offered a technical underwriting position with one of the original disability insurance companies, Provident Life and Accident Insurance Company, where she began her disability insurance career.
Janet expanded her knowledge of the disability insurance business with a move to the Paul Revere Insurance Company, another leader in the disability insurance market, in 1989.
In 1990, Janet joined Dancor Insurance Services, Inc., where she spent 25 years serving the UCLA House Staff as a disability insurance specialist helping physicians determine their need for income protection and choosing the appropriate coverage.
Janet has been married to her husband, Joe, for almost 40 years and has two sons – one a fireman and the other a police officer. She proudly has three grandsons that she loves spending time with.
PAM PETERSON
Pam is the friendly voice who answers your call. She handles administrative and service roles for the office and our clients love working with her.
She came to Hatfield Insurance & Financial Services, Inc. in 2015 with extensive experience providing office support at the executive level for both small offices and large corporations. Pam believes that excellent client service requires a listening ear and willingness to go the extra distance.
In her free time, she loves spending time being “Grammy” to her adorable granddaughter.
MENTORS
STEVEN F. DAVIDSON, CLU, ChFC
Mentor
Steve was the principal of The Davidson Group, an insurance and financial services firm located in North Hollywood and Century City. He was in the insurance industry from 1974 until 2011, and held the Chartered Life Underwriter and Chartered Financial Consultant designations. He was a registered representative of and offered securities and investment advisory services through MML Investors Services, Inc.
Steve was co-creator of the very successful FMA Certified Public Accountant Continuing Education program offering courses in Estate Planning, Advanced Estate Planning, Business Succession Planning, Split Dollar Life Insurance, Qualified Sick Pay Plans, Pension Distribution Alternatives, Insurance Company Due Diligence and many other topical subjects.
He was also the president of TDG Insurance & Financial Services, Inc., of North Hollywood, California, which specialized in voluntary insurance programs for employee groups and special risk market administration. In 2000, he was co-founder and co-owner of Annuity Financial & Insurance Services, Inc., which is a general agent for annuity products nationwide and owned AnnuityAdvisors.com, as resource for agents to research annuity products.
Aside from being a doting father to his daughter Kellie, he was active in the community as a Rotarian. Steve has retired and moved with his wife Michie to the Olympic Peninsula in the great state of Washington where he still loves fishing and spending time in his woodshop!
BING S. NEWTON, CLU, ChFC
Mentor
Bing entered the insurance and financial services business in 1969, was President of California Personal Insurance Services based in Tarzana, and held the designations of Chartered Life Underwriter and Chartered Financial Consultant for many years. He was a registered representative of and offered securities, investment advisory, and financial planning services through MML Investors Services, Inc.
Starting in 1979, his involvement in and knowledge of philanthropic planning put him in a position to be instrumental in advising on and establishing charitable trusts and foundations. He continued to be very active in promoting life insurance and other financial services for charitable purposes. Also in the charitable arena, he spent time as an advisor to the lay board of St. Vincents Institution in Santa Barbara, California, for many years.
With Steve Davidson, Bing was the co-creator of the FMA Certified Public Accountant Continuing Education program which took education about insurance related topics to CPAs in their own offices.
Bing was a guest lecturer at the Southwestern School of Law, the Life Leaders Roundtable, West L.A. Life Underwriters, Jewish Home for the Aged, St. Vincent’s Medical Center, National Society of Fund Raising Executives, among many others.