Michael B. Hansen
MONVIA FINANCIAL L.P. | Co-Founder & Managing Partner
Walnut Creek, CA 94596
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CRD#: 4471989
Professional summary
Michael Bo Hansen, CFP® is a registered financial advisor currently at MONVIA FINANCIAL L.P. located in Walnut Creek, California.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Michael has worked at 10 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Biography
Michael specializes in international financial planning (often referred to as cross-border financial planning), covering areas such as Financial Position, Protection Planning, Investment Planning, Tax Strategies, Retirement Planning & Estate Strategies.
Before joining the financial services industry in 2001, Michael spent almost 10 years in London, UK working for companies such as Hertz Europe and Johnson & Johnson in their sales and marketing departments taking on roles as Marketing Manager and Global Business Development Manager.
He has a passion for traveling and has been to more than 45 countries. Outside work, Michael enjoys the cultural scene and reading. He also loves to play squash, badminton, tennis, golf, and of course soccer! Michael is fluent in Danish, English, Norwegian, and Swedish and has a working knowledge of French and German.
He is originally from Denmark with a Bachelor’s and Master’s degrees in Economics from the University of Copenhagen.
Michael is married to a native Hawaiian, Jennifer and they have one son, Sebastian, and a Chocolate Labrador, Koa.
Question & Answer
What are your service offerings?
Estate Planning
Tax Planning
Investment Planning
Business Succession Planning
Insurance Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
Comprehensive Financial Planni...
Attending College
401(k)/403(b)/IRAs
Annuities
Charitable & Planned Giving
Asset Allocation
Cross-border Planning
Career Change
Estate Planning
Investment Management
Getting Divorced
Employee Benefits
Limited Partnerships
Mutual Funds
Irregular Income
Insurance
Real Estate
Job Loss
Retirement
Stocks & Bonds
Life Planning
Long-term Care
Tangible Assets
Succession Planning
Sudden Wealth
Nontraditional Households
Special Needs
Personal Taxes
Women's Finances
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Licensed Insurance Agent; 1/2002 - Present; Appointed at various insurance companies; not investment-related; located at 1990 N California Blvd, Suite 830, Walnut Creek, CA 94596; Approx. 2 hours per month, 2 hours per month during trading hours. 2) Fountain Springs HOA Board; Director at Large; 1/2012 - Present; not investment-related; located at 1661 Tice Valley Blvd, Suite 200, Walnut Creek, CA 94595; Approx. 2 hours per month, none during trading hours. Member of the Board and Finance Committee for Aldersly (Danish Assistant Living Community Center); Director at Large & Head of the investment Committee; 11/2019 - Present; not investment-related; located at 326 Mission Avenue, San Rafael, CA 94901; Approx. 4 hours per month, 4 during trading hours. 3) UC Berkeley Extension; Teacher / Substitute Teacher (CFP-modules); 3/2020 - Present; not- investment related; located at UC Berkeley Extension, 1995 University Ave, Suite 200, Berkeley, CA 94704; Approx. 2 hours per week for 12 weeks once or twice per year, none during trading hours. 4) VeraScore; Advisory Board of Director (Advising Founder & CEO and Executive team on fund raising strategies); 1/2020 - Present; not investment-related; located at 1505A Sir Francis Drake Blvd, San Anselmo, CA 94960; Approx. 4 hours per month, 4 during trading hours. 5) Women Reignite a.k.a. Happioh; Advisory Board of Director (Advising Founder & CEO and Executive team on fund raising strategies); 1/2021 - Present; not-investment related; located at 933 Waverley Street, Palo Alto, CA 94301; Approx. 4 hours per month, 4 during trading hours. 6) Ohana Opportunities LLC; Co-owner through holding company Frontier Wealth Strategies Inc. (Consulting and evaluating investment opportunities); 2/2021; investment related; located at 1990 N California Blvd, Suite 830, Walnut Creek, CA 94596; Approx. 1 hours per month, 1 hours per month during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Bo Hansen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
May 17, 2013 - Present
MONVIA FINANCIAL L.P.
Office #1: 1990 North California Boulevard 8th Floor, Walnut Creek, CA 94596RIA
CRD#: 165932
Walnut Creek, CA
Past
January 19, 2016 - January 8, 2021
WHITEHALL-PARKER SECURITIES, INC.
RIA
CRD#: 10608
WALNUT CREEK, CA
Past
July 9, 2013 - January 8, 2021
WHITEHALL-PARKER SECURITIES, INC.
BD
CRD#: 10608
WALNUT CREEK, CA
Past
September 10, 2012 - December 31, 2021
BUTTONWOOD FINANCIAL INC.
RIA
CRD#: 163982
WALNUT CREEK, CA
Past
February 21, 2012 - July 19, 2013
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
WALNUT CREEK, CA
Past
February 21, 2012 - July 19, 2013
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
WALNUT CREEK, CA
Past
September 9, 2009 - February 24, 2012
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
WALNUT CREEK, CA
Past
July 30, 2009 - February 24, 2012
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WALNUT CREEK, CA
Past
May 31, 2002 - August 10, 2009
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
WALNUT CREEK, CA
Past
May 15, 2002 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
WALNUT CREEK, CA
Past
May 15, 2002 - August 10, 2009
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
WALNUT CREEK, CA
Past
January 3, 2002 - March 22, 2002
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
January 3, 2002 - March 22, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/17/2013)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
MF
MONVIA FINANCIAL L.P.
FRONTIER WEALTH STRATEGIES INC. | MONVIA FINANCIAL L.P. | MONVIA FINANCIAL | FRONTIER WEALTH STRATEGIES, INC. | FRONTIER WEALTH STRATEGIES L.P.
CRD#: 165932 / SEC#:
California
Registered Investment Advisory firm - (5/17/2013 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1990 North California Boulevard 8th Floor, Walnut Creek, CA 94596
Mailing Address
Phone number
(925) 255-0004
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 448 |
| AUM (Assets Under Management) | $ 81,548,117 |
Red Flags
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Company Information
MONVIA FINANCIAL L.P.
Co-Founder & Managing PartnerCRD#: 165932Walnut Creek, CA 94596TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
