Knowledge

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.

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.

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.