Jeffrey Hanson, Cpa, Pfs, Aep, Cfp

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

Wealth Advisor and Partner at Traphagen CPA's and Wealth Advisors @ Traphagen CPAs & Wealth Advisors
oradell, new jersey, united states
Jeffrey Hanson, Cpa, Pfs, Aep, Cfp's Location
New York City Metropolitan Area, United States
Jeffrey Hanson, Cpa, Pfs, Aep, Cfp's Contact Details

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

Jeffrey Hanson, Cpa, Pfs, Aep, Cfp personal email

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.

Jeffrey Hanson, Cpa, Pfs, Aep, Cfp's Current Company Details
Traphagen CPAs & Wealth Advisors

Traphagen Cpas & Wealth Advisors

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Wealth Advisor and Partner at Traphagen CPA's and Wealth Advisors
oradell, new jersey, united states
Website:
tfgllc.com
Employees:
38
Jeffrey Hanson, Cpa, Pfs, Aep, Cfp Work Experience Details
  • Traphagen Cpas & Wealth Advisors
    Wealth Advisor
    Traphagen Cpas & Wealth Advisors Jan 2012 - Present
    234 Kinderkamack Road Oradell, Nj
    • Wealth Management• Financial planning and estate planning• Individual taxation• Business accounting and taxation
    View
  • Moretrench
    Audit Assistant
    Moretrench Nov 2009 - Jan 2010
    • Assisted with audit work• Gathered and analyzed workpapers• Used teamwork to solve problems
  • Westfield Area Ymca
    Assistant To The Cfo
    Westfield Area Ymca May 2008 - Aug 2008
    • 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

Jeffrey Hanson, Cpa, Pfs, Aep, Cfp Skills

Tax Preparation Financial Planners Income Tax Estate Planning Quickbooks Irs Outlook Strategic Financial Planning Accounting Auditing Microsoft Excel Sarbanes Oxley Act Account Reconciliation Internal Controls Residential Mortgages Investment Advisory Portfolio Management Estate Tax Financial Accounting Budgets Cpa

Jeffrey Hanson, Cpa, Pfs, Aep, Cfp Education Details

Frequently Asked Questions about Jeffrey Hanson, Cpa, Pfs, Aep, Cfp

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 the current company?

Jeffrey Hanson, Cpa, Pfs, Aep, Cfp's current role is Wealth Advisor and Partner at Traphagen CPA's and Wealth Advisors.

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

Jeffrey Hanson, Cpa, Pfs, Aep, Cfp's email address is je****@****ive.com

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

Jeffrey Hanson, Cpa, Pfs, Aep, Cfp attended Montclair State University, Lock Haven University Of Pennsylvania.

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

Jeffrey Hanson, Cpa, Pfs, Aep, Cfp has skills like Tax Preparation, Financial Planners, Income Tax, Estate Planning, Quickbooks, Irs, Outlook, Strategic Financial Planning, Accounting, Auditing, Microsoft Excel, Sarbanes Oxley Act.

Who are Jeffrey Hanson, Cpa, Pfs, Aep, Cfp's colleagues?

Jeffrey Hanson, Cpa, Pfs, Aep, Cfp's colleagues are Eneildaliz Noboa, Kevin Koch, Constantine Eleftheriades, Christine Moran, Tiera Mulligan, Andrew Nasuti, Jennifer Hill.

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