Mary Hanson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Blue Dot Wealth Management in Pleasant Hill, CA and the surrounding communities.
Whether you are looking for a situation-specific product or solution, or a full-blown comprehensive plan, my work with you will include providing financial education, advice, and “coaching.” I can help you clarify and define your goals, recommend solutions that fit your needs, delivery timely information, monitor your financial progress, and make investment planning easier.
The process I follow in completing a total financial strategy consists of developing a clear picture of your specific goals and needs, gathering data to understand your situation fully, designing a financial strategy that works for you now and into the future, and periodically reviewing these strategies to make appropriate adjustments and keep you on track.
Hello again. Here’s a short "Bio."
I am a native of the San Francisco Bay Area. My career path has included 7 years as a Project Manager, 17 years as a residential Realtor in the Tri-Valley area, and (most recently) 7 years in the financial services industry. After working for a large corporation for 5.5 of those years , I recently went independent with another colleague, forming a firm called Frontier Wealth Strategies. My practice focuses on the areas of investments, insurance, and comprehensive fee-based financial planning.
I am involved in community activities, including the Pleasanton Chamber of Commerce, local economic development planning, and singles ministry leadership. I currently serve on the Board of Directors of the Danville-Alamo Chapter of the American Association of University Women (AAUW), a national organization that helps women break through educational and economic barriers.
I graduated with honors from Sac State with a bachelor’s in Business Administration, and later earned my MBA in Finance from Golden Gate University. In 2009, I passed the difficult CFP® (Certified Financial Planner) exam, earning this prestigious designation.
I live in Alamo with my yellow lab Frosty. In my leisure time, I enjoy hiking, snow skiing, travel and exploring, time at the California coast, and great conversations with friends.
I love life planning, and am eager to meet with you to help you integrate your finances with planning your life.
7, 6, 63, 65
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