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
- 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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