Larry Hansen

Larry Hansen Email and Phone Number

Founder: Capital Planning Advisors @ Capital Planning Advisors
roseville, california, united states
Larry Hansen's Location
Roseville, California, United States, United States
Larry Hansen's Contact Details

Larry Hansen personal email

n/a
About Larry Hansen

I am passionate about serving the multi-faceted family, business and legacy financial needs of families and business owners. My areas of expertise include working with businesses and their owners in the areas of multi-generational financial planning, business and succession planning, pre-sale financial planning, family wealth management, insurance, and non-qualified incentive benefit plans for key-employees. Specialties: Investment Advisory Practice providing fee based personal, estate, business exit & succession planning, executive benefits, fee advisory investment/wealth management, alternative investments and insurance planning including life, disability, annuities and long-term care.

Larry Hansen's Current Company Details
Capital Planning Advisors

Capital Planning Advisors

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Founder: Capital Planning Advisors
roseville, california, united states
Website:
capitalplanningadvisors.com
Employees:
16
Larry Hansen Work Experience Details
  • Capital Planning Advisors
    Founder
    Capital Planning Advisors Sep 2006 - Present
    Roseville, California Area
    In addition to founding Capital Planning Advisors in 2006, I have 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. I graduated with a Bachelor of Science degree in Business Administration from Biola University.Investment Advisory Services offered through Capital Planning Advisors LLC. Capital Planning Advisors LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Capital Planning Advisors LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Capital Planning Advisors LLC unless a client service agreement is in place.
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  • The Todd Organization
    Executive Benefit Consultant
    The Todd Organization Nov 2003 - Sep 2006
    Sacramento, California Area
    Advised company executives and board members in the design, financing and administration of Executive Benefit Non-Qualifed Plans for numerous $5m to $4b Sacramento area companies.
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  • Northwestern Mutual Financial Network
    Financial Advisor
    Northwestern Mutual Financial Network Jul 1991 - Sep 2006
    Sacramento, California Area
    Advised clients, and served as an Advanced Planning Specialist to other Northwestern Advisors, in insurance, wealth management, business continuation, succession, and estate planning.
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Larry Hansen Skills

Financial Planning Wealth Management Succession Planning Retirement Planning Estate Planning Insurance Securities Pensions Annuities Investments Asset Management Retirement Employee Benefits Investment Advisory 401k Long Term Care Portfolio Management Disability Insurance Financial Planners Strategic Financial Planning Long Term Care Fixed Annuities Asset Managment Life Insurance Financial Advisory Finance Alternative Investments Asset Allocation Executive Compensation Insurance Planning Executive Pay Iras Series 6 Series 7 Business Planning Financial Analysis

Larry Hansen Education Details

Frequently Asked Questions about Larry Hansen

What company does Larry Hansen work for?

Larry Hansen works for Capital Planning Advisors

What is Larry Hansen's role at the current company?

Larry Hansen's current role is Founder: Capital Planning Advisors.

What is Larry Hansen's email address?

Larry Hansen's email address is la****@****ors.com

What is Larry Hansen's direct phone number?

Larry Hansen's direct phone number is +191628*****

What schools did Larry Hansen attend?

Larry Hansen attended Biola University.

What are some of Larry Hansen's interests?

Larry Hansen has interest in Guitar, Guns, Water Skiing, Dirt Biking, Spending Time As A Family, Classic Cars.

What skills is Larry Hansen known for?

Larry Hansen has skills like Financial Planning, Wealth Management, Succession Planning, Retirement Planning, Estate Planning, Insurance, Securities, Pensions, Annuities, Investments, Asset Management, Retirement.

Who are Larry Hansen's colleagues?

Larry Hansen's colleagues are Jim Wilson, Michael Sollazzo, Anthony Okun, Karin Le, Cfp, Angelica Powell, Lisa Goudy.

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