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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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