Richard G. Hansen, JD, LLMT, CFA®, is a Partner Advisor at AdvicePeriod. Since starting his career more than 16 years ago, Rich has established a track record of supporting his clients in all of their investment, financial planning, income tax, and estate planning matters. With years of experience in public accounting, portfolio management, and wealth management, he provides his clients planning-first solutions to meet all of their needs in a tax efficient manner. Rich specializes in high net-worth individuals, law firm partners, and their families.
Prior to joining AdvicePeriod, Rich was a Managing Director at KLS Advisors. As the most senior advisor in the Los Angeles office for almost 5 years, Rich assumed primary responsibilities for running daily operations and client relationships. Before KLS, he spent five years in the wealth management industry as a Portfolio Manager at Northern Trust, and as a Client Account Manager at Bessemer Trust. Prior to entering the investment industry, Rich spent 6 years in public accounting, rising to the level of Tax Manager at Ernst & Young.
Rich earned his B.S. in Accounting, Master’s in Accounting, J.D. degree, and LL.M. in Taxation at the University of Florida. Along with his various academic accomplishments, he is a holder of a Chartered Financial Analyst designation and Certified Financial Planner designation. He is an active member of the California Bar. Rich lives in Calabasas, CA with his wife Viviane and two children (Stephen and Sierah). He is an avid surfer and enjoys spending his free time with family and friends.