Michael Hansen Email & Phone Number
Founder and Managing Partner - CERTIFIED FINANCIAL PLANNER™ @ Monvia Financial
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Michael Hansen Location
- Walnut Creek, CA, US
Michael Hansen Work
- 2009 -now Founder and Managing Partner - CERTIFIED FINANCIAL PLANNER™ @
- 2015 -now Securities Expert Witness @
- 2021 -now Member Board of Directors @
- 2022 -now Member Board of Directors @
- 2019 -2021 Pro Bono Certified Financial Planner @
- 2012 -2021 Founder and CEO - CERTIFIED FINANCIAL PLANNER™ @ Buttonwood Financial Inc.
- 2002 -2009 CERTIFIED FINANCIAL PLANNER™ @
- 2001 -2002 Financial Advisor @
- 2000 -2001 Global Business Development Manager @
- 1996 -2000 Marketing Manager @
- 1992 -1995 Product Manager @ LRC products
- 1992 -1992 Sales Manager @
- 1987 -1992 National Training Team @
Michael Hansen Education
- Boston University
(Financial Planning and Services)
2007-2008 - Københavns Universitet
cand. polit. / B.S. Economics & M.S. Economics (Economics)
1985-1992 - Nakskov Gymnasium
Associate of Arts (AA) (Math & Social Sciences)
1982-1985 - Stenoskolen 1981-1982
Michael Hansen Skills
- Financial Planning
- Wealth Management
- Tax Strategies
- Retirement Planning
- Estate Planning
- Insurance Planning
- Conservation Easements
- 1031 Exchanges
- International Planning
- Employee Benefits
- Investments
- Retirement
- Strategic Financial Planning
- Estate Tax Planning
- 401k
- Cross-Border Planning
- Financial Advisory
- Investment Strategies
- Investment Advisory
- Asset Management
- Business Development
- Customer Service
- Financial Reporting
- Entrepreneurship
- Management
- Strategic Planning
- Financial Services
- Marketing
- Small Business
- Business Strategy
- Strategy
- Public Speaking
- Leadership
- Portfolio Management
- Personal Finance
- Team Leadership
- Training
- Marketing Strategy
- Disability Insurance
- Executive Management
- Start Ups
- Strategic Consulting
- Strategic Leadership
- Leadership Development
- Economics
- Business Planning
- Cross Border Planning
- REIT
- Bdcs
- Oil and Gas
- International Marketing
- Dst
- Long Term Care Insurance
Michael Hansen Summary
- Michael Hansen, based in Walnut Creek, CA, US, is currently a Founder and Managing Partner - CERTIFIED FINANCIAL PLANNER™ at Monvia Financial. Michael Hansen brings experience from previous roles at Monvia Financial, AIESEC Life , AIESEC United States and Family Reach . Michael Hansen holds a 2007 - 2008 Boston University. With a robust skill set that includes Financial Planning, Wealth Management, Tax Strategies, Retirement Planning, Estate Planning and more. Michael Hansen has 2 emails and 1 mobile phone numbers on RocketReach.
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