Cynthia Hansen
About Cynthia Hansen
Cynthia Hansen serves as the Senior Vice President of Wealth Management at UBS, where she has worked since 2010. With a background that includes roles at Time Warner Cable, Merrill Lynch, U S WEST, and Deloitte, she is recognized as a Forbes Top Women Wealth Advisor and emphasizes personalized financial planning through Hansen Wealth Management Group.
Current Role at UBS
Cynthia Hansen serves as the Senior Vice President in Wealth Management at UBS. She has held this position since 2010, accumulating over 14 years of experience in this role. At UBS, she focuses on developing personalized financial plans and customized investment strategies for her clients. Hansen is dedicated to educating and empowering clients through her leadership in the Hansen Wealth Management Group.
Previous Work Experience
Cynthia Hansen has a diverse professional background in the finance and accounting sectors. She worked at Time Warner Cable as an Accounting Manager from 1982 to 1985. Following this, she served as Director at U S WEST from 1986 to 2000, totaling 14 years. Hansen then transitioned to Merrill Lynch, where she held the position of Assistant Vice President from 2002 to 2010. Earlier in her career, she was an Audit Senior at Deloitte from 1980 to 1982.
Education and Expertise
Cynthia Hansen has a strong educational foundation in business and accounting. She earned a Bachelor of Arts in Accounting from the University of Northern Iowa, completing her degree from 1976 to 1980. She then pursued further education at the University of Denver - Daniels College of Business, where she achieved both a Master of Business Administration and an Executive MBA in 1989. Hansen also holds the designation of Certified Retirement Plan Counselor (CRPC).
Recognition and Achievements
Cynthia Hansen has been recognized for her contributions to wealth management. She has been named a Forbes Top Women Wealth Advisor and is also recognized as a Forbes Best-in-State Wealth Advisor. These accolades reflect her commitment to thoughtful planning and building genuine relationships with clients, which are central to her approach in the Hansen Wealth Management Group.
Leadership in Hansen Wealth Management Group
As the lead partner in the Hansen Wealth Management Group, Cynthia Hansen emphasizes the importance of educating clients and providing tailored financial solutions. Her leadership role allows her to focus on developing personalized financial plans that align with her clients' unique goals and needs. This commitment to client empowerment is a key aspect of her professional philosophy.