Jeff Hansen, CFP®
senior wealth advisor
Jeff is a Senior Wealth Advisor at Capstone. He has successfully managed teams and handled complex financial situations throughout his career. Building strong relationships with his clients is at the heart of Jeff’s methodology.
“Money is personal, and making our clients feel more confident and comfortable means putting myself in their shoes as we go through the financial planning process,” he says.”
Invested in your future
Jeff values strong internal relationships, as he leverages the team’s expertise. This teamwork approach helps ensure clients receive thorough recommendations to meet their goals. Every client’s need is unique, and he focuses on giving them personalized attention.
“With my extensive estate planning experience, I know how important someone’s legacy is. We want to account for every detail, adjusting as life changes,” Jeff shares.”
Building community
Jeff lives with his wife and dog in downtown Chicago. Working with his community to make sure they, too, plan for life’s events, Jeff enjoys educating people about important financial planning, tax and investment topics. Outside of the office, Jeff enjoys spending time with his family and is an avid reader.
Jeff is a CERTIFIED FINANCIAL PLANNER™ certificant. He earned his Bachelor of Arts in Economics from Indiana University and his Masters of Business Administration from Cornell University.
Jeff's Perspectives
