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 is a member of the Forbes Finance Council and is passionate about helping his community prepare for life’s many milestones. He enjoys educating others on important financial planning, tax and investment topics. Outside the office, Jeff is an avid reader who enjoys spending time with his family. He lives in downtown Chicago with his wife and their dog.
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
