Jeffrey Hanson (AEP, CFP®, CPA/PFS)

Jeffrey Hanson focuses in the
following client markets or areas of practice:

Alternative or Private Investments

College/Education Planning

Divorce Planning

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Planning Specialties

Jeff is a graduate of Lock Haven University with a B.S. in Accounting. He has his Masters Degree in Accounting from Montclair State University and has obtained his CPA License. He also holds the designation's of Personal Financial Specialist (PFS), Acredited Estate Planner (AEP), and of Certified Financial Planner (CFP).

Jeff specializes in individual taxation, business accounting and taxation, and estate tax returns. He has his Series 65 License and specializes in wealth management services, including portfolio management, retirement planning, educational funding, and insurance planning. He provides comprehensive personal financial planning by using his unique skill set as a CPA financial planner to provide clients with cohesive tax and investment planning and advice.

Jeff is a member of the New Jersey Society of Certified Public Accountants (NJCPA) and of the American Institute of Certified Public Accountants (AICPA). He is a member of the National Association of Personal Financial Advisors of fee-only planners (NAPFA) and the Greater New Jersey Estate Planning Council (GNJEPC). He enjoys recreational sports including soccer and baseball and likes to go on hikes. He is an avid football fan and sports enthusiast.