Jeffrey Hanson, Cpa, Pfs, Aep, Cfp
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Jeffrey Hanson, Cpa, Pfs, Aep, Cfp Email & Phone Number

Wealth Advisor at Traphagen CPAs & Wealth Advisors
Location: New York City Metropolitan Area, United States 3 work roles 2 schools
2 work emails found @tfgllc.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email j****@tfgllc.com
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Current company
Traphagen CPAs & Wealth Advisors
Role
Wealth Advisor
Location
New York City Metropolitan Area, United States
Company size
38 employees

Who is Jeffrey Hanson, Cpa, Pfs, Aep, Cfp? Overview

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Quick answer

Jeffrey Hanson, Cpa, Pfs, Aep, Cfp is listed as Wealth Advisor at Traphagen CPAs & Wealth Advisors, a with 38 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at tfgllc.com and a matched LinkedIn profile for Jeffrey Hanson, Cpa, Pfs, Aep, Cfp.

Jeffrey Hanson, Cpa, Pfs, Aep, Cfp previously worked as Audit Assistant at Moretrench and Assistant to the CFO at Westfield Area Ymca. Jeffrey Hanson, Cpa, Pfs, Aep, Cfp holds Masters, Accounting, 3.575 from Montclair State University.

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Email format at Traphagen CPAs & Wealth Advisors

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*@tfgllc.com
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AeroLeads found 2 current-domain work email signals for Jeffrey Hanson, Cpa, Pfs, Aep, Cfp. Compare company email patterns before reaching out.

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Profile bio

About Jeffrey Hanson, Cpa, Pfs, Aep, Cfp

Jeff is a graduate of Lock Haven University with a B.S. in Accounting and graduated from Montclair State University with a Masters in Accounting.Specialties: Jeff specializes in wealth management services, including portfolio management, retirement planning, educational funding, insurance planning, individual, estate and trust taxation. He provides comprehensive personal financial planning by using his unique skill set as a CPA financial planner to provide clients with cohesive tax and investment planning and advice.Jeff is a member of the New Jersey Society of Certified Public Accountants (NJCPA) and the American Institute of Certified Public Accountants (AICPA). He is a member of the National Association of Personal Financial Advisors of fee-only planners (NAPFA), and the current President of the Greater New Jersey Estate Planning Council (GNJEPC). He enjoys recreational sports including soccer and baseball and likes to go on hikes. He is an avid football fan and sports enthusiast.

Listed skills include Tax Preparation, Financial Planners, Income Tax, Estate Planning, and 17 others.

Current workplace

Jeffrey Hanson, Cpa, Pfs, Aep, Cfp's current company

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Traphagen CPAs & Wealth Advisors
Traphagen Cpas & Wealth Advisors
Wealth Advisor
oradell, new jersey, united states
Website
tfgllc.com
Employees
38
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3 roles

Jeffrey Hanson, Cpa, Pfs, Aep, Cfp work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Current
Traphagen Cpas & Wealth Advisors

234 Kinderkamack Road Oradell, Nj

• Wealth Management• Financial planning and estate planning• Individual taxation• Business accounting and taxation

Jan 2012 - Present

Audit Assistant

Moretrench

• Assisted with audit work• Gathered and analyzed workpapers• Used teamwork to solve problems

Nov 2009 - Jan 2010

Assistant To The Cfo

Westfield Area Ymca

• Completed revenue and expense reports in excel• Compared revenue and expenses to budgets• Prepared and validated payroll spreadsheets for CFO review• Completed investment spreadsheets• Used communication skills in meetings and other work-related occasions• Created whistle blowing and document retention and destruction forms

May 2008 - Aug 2008
Team & coworkers

Colleagues at Traphagen CPAs & Wealth Advisors

Other employees you can reach at tfgllc.com. View company contacts for 38 employees →

AS Alexander S. Macchio, Cfp® Alexander S. Macchio, Cfp® Colleague at Traphagen Cpas & Wealth AdvisorsOradell, New Jersey, United States View → KK Kevin Koch Kevin Koch Colleague at Traphagen Cpas & Wealth AdvisorsSaddle River, New Jersey, United States View → SM Suzanne Mckenna Suzanne Mckenna Colleague at Traphagen Cpas & Wealth AdvisorsOradell, New Jersey, United States View → AL America Lozada Pozo America Lozada Pozo Colleague at Traphagen Cpas & Wealth AdvisorsTownship Of Mahwah, New Jersey, United States View → CE Constantine Eleftheriades Constantine Eleftheriades Colleague at Traphagen Cpas & Wealth AdvisorsBrooklyn, New York, United States View → NE Noah Eleftheriades Noah Eleftheriades Colleague at Traphagen Cpas & Wealth AdvisorsNew York City Metropolitan Area, United States View → JB Jerry Brignola Jerry Brignola Colleague at Traphagen Cpas & Wealth AdvisorsHillsdale, New Jersey, United States View → DB David Backo David Backo Colleague at Traphagen Cpas & Wealth AdvisorsWallington, New Jersey, United States View → JH Jennifer Hill Jennifer Hill Colleague at Traphagen Cpas & Wealth AdvisorsOradell, New Jersey, United States View → KM Kathryn Marsico, Cpa Kathryn Marsico, Cpa Colleague at Traphagen Cpas & Wealth AdvisorsEmerson, New Jersey, United States View →
2 education records

Jeffrey Hanson, Cpa, Pfs, Aep, Cfp education

FAQ

Frequently asked questions about Jeffrey Hanson, Cpa, Pfs, Aep, Cfp

Quick answers generated from the profile data available on this page.

What company does Jeffrey Hanson, Cpa, Pfs, Aep, Cfp work for?

Jeffrey Hanson, Cpa, Pfs, Aep, Cfp works for Traphagen CPAs & Wealth Advisors.

What is Jeffrey Hanson, Cpa, Pfs, Aep, Cfp's role at Traphagen CPAs & Wealth Advisors?

Jeffrey Hanson, Cpa, Pfs, Aep, Cfp is listed as Wealth Advisor at Traphagen CPAs & Wealth Advisors.

What is Jeffrey Hanson, Cpa, Pfs, Aep, Cfp's email address?

AeroLeads has found 2 work email signals at @tfgllc.com for Jeffrey Hanson, Cpa, Pfs, Aep, Cfp at Traphagen CPAs & Wealth Advisors.

Where is Jeffrey Hanson, Cpa, Pfs, Aep, Cfp based?

Jeffrey Hanson, Cpa, Pfs, Aep, Cfp is based in New York City Metropolitan Area, United States while working with Traphagen CPAs & Wealth Advisors.

What companies has Jeffrey Hanson, Cpa, Pfs, Aep, Cfp worked for?

Jeffrey Hanson, Cpa, Pfs, Aep, Cfp has worked for Traphagen Cpas & Wealth Advisors, Moretrench, and Westfield Area Ymca.

Who are Jeffrey Hanson, Cpa, Pfs, Aep, Cfp's colleagues at Traphagen CPAs & Wealth Advisors?

Jeffrey Hanson, Cpa, Pfs, Aep, Cfp's colleagues at Traphagen CPAs & Wealth Advisors include Alexander S. Macchio, Cfp®, Kevin Koch, Suzanne Mckenna, America Lozada Pozo, and Constantine Eleftheriades.

How can I contact Jeffrey Hanson, Cpa, Pfs, Aep, Cfp?

You can use AeroLeads to view verified contact signals for Jeffrey Hanson, Cpa, Pfs, Aep, Cfp at Traphagen CPAs & Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Jeffrey Hanson, Cpa, Pfs, Aep, Cfp attend?

Jeffrey Hanson, Cpa, Pfs, Aep, Cfp holds Masters, Accounting, 3.575 from Montclair State University.

What skills is Jeffrey Hanson, Cpa, Pfs, Aep, Cfp known for?

Jeffrey Hanson, Cpa, Pfs, Aep, Cfp is listed with skills including Tax Preparation, Financial Planners, Income Tax, Estate Planning, Quickbooks, Irs, Outlook, and Strategic Financial Planning.

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