Brian Hansen (CFP®, CPA)

Brian Hansen focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Insurance Related Issues
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Brian earned his Bachelor of Science in Accounting from Bloomsburg University of Pennsylvania before serving as a fiscal compliance expert with the State of Maryland. Transitioning into an advisory role, Brian Ventured into public accounting in 2005. As a CPA, Brian worked in public accounting assisting clients in various capacities including income tax planning, tax preparation, and planning for business owners. Brian served as the Chief Financial Officer of a financial technology company where he gained a passion for the wealth advisory profession. He leverages his extensive experience advising business owners and high-net worth clients at the intersection of prudent portfolio management and strategic tax planning.

NAPFA Start Date

February 11, 2021


This Office

6464 Lower York Rd New Hope, PA 18938-9654 Phone: (267) 983-6400 Fax: (888) 753-8777