Matt Hansen, Cfp®, Cepa®
About Matt Hansen, Cfp®, Cepa®
Matt Hansen, CFP®, CEPA®, serves as the Senior Vice President of Wealth Management at UBS, where he provides investment banking resources to assist business owners in navigating liquidity events. With a background in finance and marketing from Southern Utah University, he specializes in integrating financial and business plans to enhance company value.
Work at UBS
Matt Hansen serves as Senior Vice President in Wealth Management at UBS, a position he has held since 2015. He operates from Rancho Bernardo, California, where he provides investment banking resources to assist business owners in selling, merging, or going public. His role involves helping business owners at every stage of their life cycle by offering resources and capital for growth. Hansen focuses on creating successful liquidity events through strategic financial planning, ensuring that financial plans align with overall business objectives.
Previous Experience at LPL Financial
Before joining UBS, Matt Hansen worked at LPL Financial as an Operational Accountant from 2002 to 2004. This two-year tenure took place in San Diego, California. His experience in this role contributed to his understanding of financial operations and set the foundation for his later work in wealth management and investment banking.
Education and Expertise
Matt Hansen studied at Southern Utah University from 1997 to 2002, where he focused on Marketing and Business, achieving a degree in Finance. This educational background equips him with the necessary skills to specialize in financial planning and business strategy, allowing him to effectively support business owners in maximizing company value and developing successful exit strategies.
Specialization in Financial Planning
Hansen specializes in integrating financial plans with overall business plans. His approach aims to maximize company value and create successful exit strategies for business owners. By coupling financial strategies with business objectives, he helps clients navigate the complexities of liquidity events and ensures they are well-prepared for transitions in their business lifecycle.