Eric Hanson

Eric Hanson

Senior Vice President Wealth Management, Chartered Retirement Plan Specialist @ UBS

About Eric Hanson

Eric Hanson serves as the Senior Vice President of Wealth Management at UBS Financial Services Inc, where he specializes in retirement planning as a Chartered Retirement Plan Specialist. He has over 19 years of experience in this role and is registered to conduct business in 37 states across the United States.

Work at UBS

Eric Hanson has been employed at UBS Financial Services Inc since 2005. He holds the position of Senior Vice President in the Wealth Management division. In this role, he specializes as a Chartered Retirement Plan Specialist, focusing on retirement planning strategies for clients. His tenure at UBS spans 19 years, during which he has contributed to the firm's wealth management services.

Education and Expertise

Eric Hanson earned a Bachelor of Science degree from York College of Pennsylvania, where he studied from 1983 to 1987. His educational background supports his expertise in wealth management and retirement planning. He holds the designation of Chartered Retirement Plan Specialist, which signifies his specialized knowledge in retirement planning.

Background

Eric Hanson is registered to conduct business in 37 states across the United States. This broad geographical reach indicates his capability to serve a diverse client base and manage retirement plans across various regions. His registration reflects compliance with regulatory requirements in the financial services industry.

Achievements

Eric Hanson has achieved the designation of Chartered Retirement Plan Specialist, highlighting his commitment to professional development in retirement planning. This designation is recognized in the financial services industry and demonstrates his specialized knowledge and skills in creating effective retirement strategies for clients.

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