Your business. Your wealth. Your legacy.

Hansen WM Team Photo

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
    • DC
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NH
    • NJ
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    • NY
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    • OK
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    • 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 #0E46474.

    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
      matt.hansen@ubs.com
      Matthew Michael "Matt" Hansen, CFP, CEPA
      17180 Rancho Bernardo Center,San Diego,CA,92128
    • Gabe Mendoza Profile Photo

      Gabriel "Gabe" Mendoza

      Client Associate

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      • AR
      • AZ
      • CA
      • FL
      • GA
      • HI
      • ID
      • LA
      • MA
      • MT
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA

      Gabe joined the Hansen Wealth Management team at UBS in 2017 to pursue his passion for helping people achieve their goals through comprehensive wealth planning. In addition to managing the team’s client relationships, Gabe plays a key role in creating tailored plans which encompass all aspects of the clients’ life beyond investments.

      He is a firm believer in doing right by others, and it is this mantra that actively guides him in all his relationship building endeavors. He is always available to business owners and other professionals who have questions or seek advice to help address areas of opportunity today and plan for the ones that are in the future.

      Gabe is a native of San Diego and an alumnus of California State University San Marcos where he earned his B.B.A in Finance. He also holds his Series 7 and 66 securities licenses, as well as his CA Life and Health Insurance license #4150580.

      Outside of the office, Gabe enjoys traveling with his wife Emilee, hiking the U.S. National Parks, playing beach volleyball, and many other activities that allows him to spend time outdoors with family and friends.

        • California State University San Marcos, Business Administration
          17180 Rancho Bernardo Center
          Suite 100
          San Diego, CA 92128
          gabe.mendoza@ubs.com
          Gabriel "Gabe" Mendoza
          17180 Rancho Bernardo Center,San Diego,CA,92128
        • Nicole

          Nicole Choi

          Senior Wealth Strategy Associate

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          • AR
          • AZ
          • CA
          • FL
          • GA
          • ID
          • LA
          • MA
          • MT
          • NM
          • NV
          • NY
          • OH
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA

          Nicole Choi is a Senior Wealth Strategy Associate for Hansen Wealth Management. Joining UBS in 2023, she works with Matt Hansen in providing resources and advice to business owners and individual investors. She seeks to expand the reach of Hansen Wealth Management by focusing on businesses founded or led by women and/or multicultural professionals as well as investors and industry leaders.

          Nicole graduated from California Polytechnic State University at San Luis Obispo with a BS in Business Administration, concentration in Finance and a minor in Economics. Her previous roles in Financial Services include Operations, Compliance and Supervision. She holds the Series 7, 66, 24, 53 and 4 is a Certified Exit Planning Advisor ® and is insurance licensed.

          Nicole has lived in San Diego since 2007 and spends her free time hiking with her dog Parker, working out, traveling, trying new restaurants and enjoying the beach.    

                17180 Rancho Bernardo Center
                Suite 100
                San Diego, CA 92128
                nicole.choi@ubs.com
                Nicole Choi
                17180 Rancho Bernardo Center,San Diego,CA,92128

              Research reports and my articles

              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

              Global Wealth Report 2024

              Crafted wealth intelligence

              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

              Gain additional insights into the trends shaping wealth in the US and around the world.

              Download the report

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.8+ trn

              UBS Group invested assets
              As of 03/31/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

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