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Richard Hansen

Strategy & Analytics Exec | Walmart, eBay, Bain

Richard Hansen is a financial advisor and consultant with extensive experience in wealth management and financial planning. He is currently a Partner Advisor at AdvicePeriod, where he has been working since May 2024.1 Prior to this role, Hansen held positions at several notable firms:

  1. Managing Director at KLS Advisors for nearly 5 years1
  2. Portfolio Manager at Northern Trust1
  3. Client Account Manager at Bessemer Trust1
  4. Experienced Tax Manager at Ernst & Young1

Hansen specializes in serving high-net-worth individuals, law firm partners, and their families.1 He has over 22 years of experience in the financial industry, providing comprehensive support to clients in areas such as investment management, financial planning, insurance, income tax, and estate planning.1

Education and Qualifications

  • Bachelor of Science in Accounting (with honors) from the University of Florida1
  • Master's in Accounting from the Fisher School of Accounting at the University of Florida1
  • Juris Doctor degree (with honors) from the University of Florida's Levin College of Law1
  • Master of Laws degree in Taxation (with honors) from the University of Florida's Levin College of Law1

Hansen holds several professional certifications and memberships:

  • Active member of the California Bar1
  • Chartered Financial Analyst (CFA)1
  • Certified Financial Planner (CFP)1

Personal

Richard Hansen resides in Laguna Niguel, CA, with his wife Viviane and two children, Stephen and Sierah.1 He is an avid swimmer and surfer, and enjoys spending his free time with family and friends.1 Hansen is also actively involved in charitable work, serving on the Board of Directors for Momentum (formerly United Cerebral Palsy of Los Angeles) and the Spastic Children's Endowment Foundation (SCEF).1

Highlights

Richard Anthony Hansen, Financial Advisor in San Dimas, CA
Richard Hansen | Financial Advisor - Mariner Independent | CA
May 3 · adviceperiod.com
Richard Hansen - AdvicePeriod
Richard Hansen - AdvicePeriod
Dec 7 · en.wikipedia.org
Richard Hansen (horticulturist) - Wikipedia
Jan 1 · af.mil
brigadier general (dr.) richard d. hansen - AF.mil
May 27 · en.wikipedia.org
Richard D. Hansen - Wikipedia
Feb 1 · captechu.edu
Dr. Richard Hansen | Washington D.C. & Maryland Area

Related Questions

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Richard Hansen
Richard Hansen, photo 1
Richard Hansen, photo 2
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Location

San Francisco Bay Area