Profil
Mr. Lawrence A. Hansen is a Founder at Capital Planning Advisors LLC.
He is also a Financial Advisor of the firm.
He is passionate about serving the multi-faceted family, business and legacy financial needs of family businesses and is often a speaker at Family Council Meetings, Family Business industry gatherings and seminars for professionals.
His areas of expertise include working with businesses and their owners in the areas of multi-generational financial planning, business and succession planning, family wealth management, insurance and non-qualified incentive benefit plans for key-employees.
In addition to founding Capital Planning Advisors in 2006, he has been advising clients since 1991 with past affiliations including Northwestern Mutual Financial Network and The Todd Organization as an executive benefit consultant to mid-sized to fortune-sized companies.
He graduated with a Bachelor of Science degree in Business Administration from Biola University, holds the Series 7 (General Securities Representative), Series 66 (Fiduciary Investment Advisor), Series 6 (Investment Company Products/Variable Contracts Limited Representative,) Series 63 (Uniform Securities Agent State Law Exam) securities licenses as well as Life, Variable Life and Disability Insurance Licensing and is Long-Term Care Insurance Certified.
Aktiva positioner av Larry Hansen
| Företag | Position | Start |
|---|---|---|
Capital Planning Advisors LLC
Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors constructs globally diversified, risk-balanced portfolios and manages clients’ assets with a personalized tax and cash flow in mind. The firm builds and manages diversified portfolios that incorporate both public and private equity, credit, real estate and infrastructure investments. | Grundare | 2006-01-01 |
Tidigare kända positioner av Larry Hansen
| Företag | Position | Slut |
|---|---|---|
The Todd Organization
The Todd Organization Miscellaneous Commercial ServicesCommercial Services Provides executive benefits consulting services | Företagsledare/Principal | - |
Northwestern Mutual Financial Network
Northwestern Mutual Financial Network Miscellaneous Commercial ServicesCommercial Services Provides financial planning services | Företagsledare/Principal | - |
Larry Hansens utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 4 |
|---|---|
The Todd Organization
The Todd Organization Miscellaneous Commercial ServicesCommercial Services Provides executive benefits consulting services | Commercial Services |
Biola University, Inc. (California)
Biola University, Inc. (California) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Northwestern Mutual Financial Network
Northwestern Mutual Financial Network Miscellaneous Commercial ServicesCommercial Services Provides financial planning services | Commercial Services |
Capital Planning Advisors LLC
Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors constructs globally diversified, risk-balanced portfolios and manages clients’ assets with a personalized tax and cash flow in mind. The firm builds and manages diversified portfolios that incorporate both public and private equity, credit, real estate and infrastructure investments. | Finance |
















