Nicole R. Hanson,  CFP<sup>&reg;</sup> - Financial Advisor

Nicole R. Hanson, CFP®

CLU, MS

Financial Planner

Concentric Wealth Management, LLC.

251 Lafayette Circle, Ste 200
Lafayette, CA 94549
FINANCIAL ADVISOR'S WEBSITE
(925) 962-1100

General

Nicole Hanson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Concentric Wealth Management, LLC. in Lafayette, CA and the surrounding communities.

Financial Advisor Overview

Nicole has 15 years of experience as a financial planner coordinating with clients to define their most important goals and develop strategies to reach them. Clients appreciate her caring and thorough approach to coaching them through the financial aspects of life’s transitions. Nicole is a Certified Financial Planner™ (CFP) and a Chartered Life Underwriter (CLU) and has a Master’s degree in Financial Planning from Golden Gate University, a Certificate in Personal Financial Planning with Distinction from UC Berkeley Extension, and a Bachelor of Arts degree from Oberlin College. She is a member of the Financial Planning Association. Nicole and her family reside in the Montclair district of Oakland and are actively involved in their school community.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Getting Married, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources