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.
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.