Michael B. Hansen, CFP<sup>&reg;</sup> - Financial Advisor

Michael B. Hansen, CFP®

M.S. &

Founder & President

Frontier Wealth Strategies Inc.

1990 N California Blvd, 8th Floor
Walnut Creek, CA 94596
FINANCIAL ADVISOR'S WEBSITE
(925) 930-3971 CONNECT WITH Michael
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General

Michael Hansen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Frontier Wealth Strategies Inc. in Walnut Creek, CA and the surrounding communities.

Financial Advisor Overview

We live in a global economy and your financial planning should reflect that. Having lived, worked and traveled on four continents combined with my Bachelors and Masters in Economics I have a thorough understanding of global economics and geo-political issues.

I am originally from Denmark with a Bachelors and a Masters degree in Economics from University of Copenhagen (a.k.a. cand. polit.).

I am married to a native Hawaiian, Jennifer and we have one son, Sebastian and a chocolate Labrador, Kona.

I have a passion for traveling and have been to more than 40 countries so far. Outside of work, I enjoy the cultural scene and reading. In the sporting area I live to play squash, badminton, tennis, golf and of course soccer! I am fluent in Danish, English, Norwegian and Swedish and have a working knowledge of French and German.

I am an independent CFP® who offer customized financial planning. My comprehensive approach means that I will hold a team of best-in-class subject-matter experts accountable to make sure that you as my client get the best advice to hopefully get your financial house in order, and keep it that way - forever!

I do understand that your situation is special and you deserve uncompromising standards. That is why I do offer a complimentary consultation where I want to understand your values, goals and what is important to you.

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Financial Advisor Experience

My mission is to help my clients develop financial objectives, and achieve those objectives through a comprehensive financial planning approach that is designed to meet their present and future needs.

My customized financial planning cover areas such as wealth management, protection planning, retirement planning, tax planning, estate planning and financial transactions and cash flow across borders.

Competence:

  • Assisting business owners and independent business professionals identify and balance their personal and professional finances.

  • Cross-Border Financial Planning for Danes (Europeans) settling in America or Americans settling in Denmark or Europe.

  • Financial Planning for families with special needs.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - M.S. Economics

Insurance Licenses

  • Life insurance: CA, FL, HI, NY, NE, OR, TX
  • Health/disability insurance: CA, FL, HI, NY, NE, OR, TX
  • Fixed annuities: CA, FL, HI, NY, NE, OR, TX
  • Variable annuities: CA, FL, HI, NY, NE, OR, TX

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities offered through Whitehall-Parker Securities, Inc., a Broker/Dealer, Member FINRA/SIPC. Whitehall-Parker Securities, Inc. and Frontier Wealth Strategies are not affiliated.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Irregular Income, Insurance, Real Estate, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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