Frontier Wealth Strategies LP
Frontier Wealth Strategies LP (CRD# 165932) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $74,709,620 in 453 accounts and serve the financial needs of clients across 1 states (or territories).
-
Total Assets Under Management75MILLION
-
Total Number of Accounts453ACCOUNTS
-
Average Account Value$164,922
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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.
Pamela Jacobs (CRD# 3064512) is an Investment Advisor Representative working at Frontier Wealth Strategies LP in Walnut Creek, CA and has over 22 years of experience in the finance industry.
Harold Lowe (CRD# 4657766) is an Investment Advisor Representative working at Frontier Wealth Strategies LP in Walnut Creek, CA and has over 13 years of experience in the finance industry.