David K. Hansch, CFP
David K. Hansch is Managing Partner of Hansch Financial Group and oversees operations of the company’s San Juan Capistrano office. With more than three decades of experience in the financial services industry, he specializes in financial planning, utilizing a holistic approach that incorporates all elements of a client’s financial picture.
Beyond working closely with clients on financial planning, David conducted the South Orange County CPA Forum for more than five years, which provided continuing education credits to Certified Public Accountants.
David holds securities registrations 7, 24, and 63 through Independent Financial Group, as well as his California insurance license (CA #0539173). He is a CERTIFIED FINANCIAL PLANNER™ and he received his Bachelor of Arts in Social Sciences from the University of the Pacific.
As a longtime member of the Financial Planning Association of Orange County, David served on its Board of Directors in 2003 and 2004, and participates in various public service programs which this professional organization sponsors locally. He has served as President of the Board of Directors of the Friends of the Saddleback Heart Institute and Wellness Center, and has served on the Board of Directors for Episcopal Service Alliance. Having served as Nation Chief of the YMCA Indian Princess program. He currently is active in the Saddleback Laguna Masonic Lodge #672 as the acting Chaplain.
David is very active in the Stand Up Paddling community in South Orange County, often entering local and regional races. An annual backpacking trip usually takes him high into the Sierra before summer’s end. He and his wife, Laurie, reside in San Juan Capistrano. Much of their time is spent with their family, which includes three children and five grandchildren.