Buttonwood Financial Inc.

Buttonwood Financial Inc. (CRD# 163982) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $525,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $175,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Buttonwood Financial Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Michael B. Hansen
CRD#: 4471989
1990 North California Blvd., 8th Floor, Walnut Creek, CA 94596
103
Wealthminder
score

ALL ADVICE PROVIDED IN A FIDUCIARY CAPACITY

 

Michael B Hansen is an independent Certified Financial Planner™ who offer customized financial planning in a fiduciary capacity. His comprehensive approach means that he will work with your team of professionals to help get your entire financial house in order, and hopefully keep it that way - forever! 

 

Michael B Hansen understands that his clients’ situations are unique and that that they deserve uncompromising fiduciary standards. That is why he offers a complimentary consultation where he want to understand his client’s values, goals and what is important to them.

 

He specializes in comprehensive financial planning covering areas such as Financial Position, Protection Planning, Investment Planning, Tax Strategies, Retirement Planning and Estate Planning Strategies.

 

We live in a global economy and your financial planning should reflect that. He is originally from Denmark and having lived, worked and traveled on four continents combined with his Bachelors and Masters in Economics from University of Copenhagen he has a thorough understanding of global economics and geo-political issues. 

 

Michael B Hansen (CRD# 4471989) is an Registered Investment Advisor (RIA) working at Frontier Wealth Strategies Inc. in Walnut Creek, CA and has over 15 years of experience in the finance industry.
 

Michael B Hansen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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