I feel incredibly proud to serve as the Managing Partner of Hansch Financial Group, San Juan Capistrano office. It brings me immense joy to oversee our operations in the picturesque San Juan Capistrano office. With over three decades of experience in the financial services industry, I have dedicated my career to helping individuals and families achieve their financial goals.
Financial planning is not just a job for me; it's a passion. I believe in taking a holistic approach that considers all elements of a client's financial picture. It is through this comprehensive lens that I can develop personalized strategies that align with your unique needs and aspirations.
In addition to working closely with clients on their financial plans, I have had the privilege of conducting the South Orange County CPA Forum for more than five years. This forum provided a platform for Certified Public Accountants to earn valuable continuing education credits, further enhancing their professional development.
I am an active member of the Financial Planning Association of Orange County, where I have had the honor of serving on the Board of Directors in 2003 and 2004. Engaging in various public service programs sponsored by this professional organization allows me to give back to our local community, which is something I hold dear to my heart. Furthermore, I have served as the President of the Board of Directors for the Friends of the Saddleback Heart Institute and Wellness Center, and I have been involved with the Episcopal Service Alliance. Currently, I am an active participant in the Saddleback Laguna Masonic Lodge #672, where I proudly serve as the acting Chaplain.
I also find great joy in pursuing my personal interests. I am an active member of the Stand Up Paddling community in South Orange County, where I can often be found participating in local and regional races. The serenity of gliding across the water brings me a sense of peace and rejuvenation. I make it a point to embark on an annual backpacking trip that takes me high into the Sierra before the summer comes to a close.
My loving wife, Laurie, and I are fortunate to call San Juan Capistrano our home. Our greatest joy comes from spending time with our beautiful family, which includes three wonderful children and five precious grandchildren. These moments create cherished memories that we hold close to our hearts.
It would be my absolute pleasure to guide you on your financial journey, helping you navigate the complexities and achieve your financial goals. Please don't hesitate to reach out to me so that we can embark on this transformative journey together.
My Qualifications:
Securities registrations: 7, 24, and 63 through Independent Financial Group
California insurance license: CA #0539173
CERTIFIED FINANCIAL PLANNER™ designation
Bachelor of Arts in Social Sciences from the University of the Pacific