Knowledge

Powered by experience

Your business. Your wealth. Your legacy.

At Hansen Wealth Management, we leverage our diverse financial planning experience and strategic marketing insights to help private business owners and entrepreneurs thrive at every stage in their business life cycle. Our wealth management team has the business transition acumen and comprehensive wealth management capabilities to help you build and preserve wealth for each generation of your family.

Listening and identifying your key challenges and opportunities is our priority as we develop your master plan. To this end, we focus on four areas:

  • Providing both debt and equity resources to help build and grow your business
  • Facilitate the assessment and maximizing the valuation 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

Matthew Michael "Matt" Hansen, CFP, CEPA

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™

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.

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

Education

  • Southern Utah University, B.S. Finance and Marketing

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Exit Planning Advisor
17180 Rancho Bernardo Center
Suite 100
San Diego, CA 92128

Email Me

Gabriel Louis "Gabe" Mendoza

Client Service Associate

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.

Registered States:
  • AZ
  • CA
  • FL
  • LA
  • NV
  • TX
  • VA

Education

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

Email Me