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.