David  Hanson,  CFP<sup>&reg;</sup> - Financial Advisor

David Hanson, CFP®

Sovereign Wealth Advisors

3120 Southwest Fwy, Ste 500
Houston, TX 77098
(713) 527-3400

General

David Hanson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sovereign Wealth Advisors in Houston, TX and the surrounding communities.

Financial Advisor Overview

Our Mission

James E. Bashaw & Co. is a Houston-based financial services firm. Our mission and guiding philosophy is to provide the highest quality private banking services to Houston area families and institutions. Our goal is to offer a consistent level of professional service and sound financial advice in a uniquely personal atmosphere. In today's challenging climate we strive to separate ourselves from other competitors by bringing objective, unbiased and customized financial advice and service to our customers.

 

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Financial Advisor Experience

David Hanson served in the United States Navy before being Honorably discharged in 1977. He is a graduate of the University of Texas where he participated in the Silver Spurs organization. David earned his Certified Financial Planner designation from the College of Financial Planning in 1988. Continuing his education he earned his Accredited Investment Fiduciary designation in 2011. He was voted one of the Outstanding Young Men in America in 1988, in addition, to being named to "Who's Who in Finance and Industry" for 1996-97. He has been quoted in the Houston Chronicle, Chicago Tribune, San Francisco Examiner, Wall Street Journal and the Medical Economics professional journals.

David has provided seminars to companies such as Exxon, Champion International and Baylor College of Medicine. He has been featured for special segments at KHOU-TX Channel 11, dealing with the stock market. Previously, David has testified before the Texas Securities Board and has served as the Chairman, President for the Houston Chapter of the Institute for Certified Financial Planners. In the 2005 Edition, David was selected by Consumers' Research Council of America as one of the best Financial Planners in America.

January 2009, David became one of 10 members of the prestigious Advisory Council for Securities America, Inc. being selected from the top 350 advisors. He was also a founder of the Retirement Plan Advisory Board at Securities America.

David serves as Chairman of the Advisory Board for the Greater Houston Partnership’s Business Leadership Council. He also serves on the Goodwill Industries Business Advisory Council. He and his wife Valerie, have two sons, Blake and Trevor. David is a lifetime member of the Houston Live Stock and Rodeo and is actively involved with the International Committee.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: TX
  • Health/disability insurance: TX
  • Fixed annuities: TX
  • Variable annuities: TX

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Estate Planning, Employee Benefits, Life Planning, Retirement, Sudden Wealth

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