Your business. Your wealth. Your legacy.

As a business owner, you devote countless hours to your customers, your employees and your family. It doesn’t leave much time for thinking about what you hope to get out of the business. But pressing questions do come up: What is your business worth? When is the right time to exit? And will you be able to retire or maintain your lifestyle when you sell?

We focus on helping people find answers to those questions. Our discovery process offers business owners objective insights into where they stand today, how to grow their business and what their options are for a sale or transition. Working with your tax and legal advisors and our extensive network, we can guide you through a successful exit. And our comprehensive approach to wealth management is designed to ensure that what you’ve built endures.

From growth to maturity to exit—and beyond—we walk alongside business owners every step of the way.

- Matt Hansen, CFP®, CEPA®

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Matthew Hansen Profile Photo

    Matthew Michael "Matt" Hansen, CFP, CEPA

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MS
    • MT
    • NC
    • NH
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • WA
    • WY

    Matt Hansen, a local San Diegan, is a certified financial planner CFP® and certified exit planning advisor CEPA® helping business owners in every stage of their life cycle. He strives to provide resources and capital to help business owners grow, investment banking resources to help them sell, merge or go public, and personalized financial and wealth management advice along the way coupling their financial plan with their overall business plan to help maximize the value of their company and create a successful exit and liquidity event.

    Matt graduated from Southern Utah University with a BS in Finance and Marketing.  He earned his CFP (Certified Financial Planner) designation and holds financial services industry licenses 7 and 66, as well as his CA Life and Health Insurance license.

    Matt enjoys community engagement and philanthropy, and currently holds board memberships with New Haven Youth and Family Services, ACG San Diego, and Exit Planning Institute-San Diego Chapter.

    Matt and his wife Anne married in 2008.  They welcomed their daughter Savannah in 2012, their son Henry in 2015 and their daughter Juliette Rose in 2020.

      • Southern Utah University, B.S. Finance and Marketing
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Exit Planning Advisor
      17180 Rancho Bernardo Center
      Suite 100
      San Diego, CA 92128
    • Gabe Mendoza Profile Photo

      Gabriel Louis "Gabe" Mendoza

      Client Associate

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      • AZ
      • CA
      • FL
      • LA
      • NV
      • TN
      • TX
      • VA

      Gabe Mendoza is a Registered Client Service Associate for Hansen Wealth Management. He first joined UBS in 2017 as an intern during college.  In his current role, he provides operational and administrative support to the team while he continues to grow his knowledge about financial planning. He hold both is Series 7 and Series 66 securities licenses. 

      Gabe is a native to San Diego and earned his Bachelor's degree in Business Administration with an emphasis in Finance at California State University San Marcos. His passion for helping people and exploring business opportunities inspired him to pursue a future career in the financial services industry. In addition to providing excellent service, Gabe enjoys traveling, playing beach volleyball, hiking, surfing, kayaking, fishing, and many other activities that allow him to spend his time actively outdoors with family and friends.

        • California State University San Marcos, Business Administration
          17180 Rancho Bernardo Center
          Suite 100
          San Diego, CA 92128

        A focus on personalized access and service

        Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

        plan

        Developing a plan for your business

        Your business is like no other. We take the time to listen and learn about your key opportunities and challenges. Then we draw on our experience and the resources of UBS to help at every stage, including:

        • Providing debt and equity resources to help build and grow your business
        • Working to maximize the value of your business well in advance of a transaction
        • Preparing you personally and financially for an eventual business exit
        • Prompting you to think about your next act and your passions for life after business
        portfolio

        Preparing for life after a sale

        You have a vision for the next phase. We work to bring it to life. Our well-designed transition plans seek to minimize taxes, manage risk and generate lifetime income to fund your dreams. We’ll also consider using sale proceeds to shape your legacy, including philanthropic and estate planning strategies. As skilled financial advisors, we can address all aspects of your situation, including:

        • Creating investment portfolios tailored to each of your goals
        • Advising you on philanthropy and giving vehicles
        • Connecting you with banking and lending services
        • Facilitating wealth transfer strategies that enact your wishes

        Legacy—Wealth for others

        For needs that go beyond your own—to help you improve the lives of others

        What will your legacy be?
        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

        Learn more at ubs.com/wealthway.

        Backed by the strength of UBS

        A global leader in wealth management

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager

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