Larry Hansen

Larry Hansen

Grundare på
Capital Planning Advisors LLC
Commercial Services
Consumer Services
Finance

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

FöretagPositionStart
Grundare 2006-01-01

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