Hanson McClain Advisors
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Hanson McClain Advisors Employees
Employee
Years
Job
Industry
Adam Peters, CFP®, ChFC® Adam Peters, CFP®, ChFC®'s Hanson McClain Advisors Experience June 2014 - Present
Job Financial Advisor at Hanson McClain Advisors
Industry Financial Services
Experience
Hanson McClain Advisors June 2014 - Present
OppenheimerFunds September 2010 - February 2014
Advisors Asset Management, Inc. April 2010 - August 2010
A&I Financial Services October 2009 - March 2010
Foos Financial Group June 2005 - September 2009
Jackson National Life November 2001 - May 2005
Janus Capital Group June 1999 - April 2001
Skills
Investments, Financial Planning, Financial Markets, Series 7, Mutual Funds, Annuities, Series 63, Estate Planning, Alternative Investments, Securities, Insurance, Retirement Planning, Sales Management, Public Speaking, Investment Strategies, Strategic Planning, Business Planning, Capital Markets, Wholesaling, 401k, Investment Advisory, Wealth Management, Financial Advisory, Portfolio Management, Asset Management, Financial Services, Investment Management, Strategic Financial..., Budgets, Fixed Annuities, Team Leadership, Financial Risk, Roth IRA, Recruiting, Qualified Retirement..., Succession Planning, Small Business
Education
Colorado State University 1995 — 1999
BS, Business Administration, Marketing
Cherry Creek High School 1991 — 1995
High School, High School Diploma
Hanson McClain Advisors June 2014 - Present
OppenheimerFunds September 2010 - February 2014
Advisors Asset Management, Inc. April 2010 - August 2010
A&I Financial Services October 2009 - March 2010
Foos Financial Group June 2005 - September 2009
Jackson National Life November 2001 - May 2005
Janus Capital Group June 1999 - April 2001
Skills
Investments, Financial Planning, Financial Markets, Series 7, Mutual Funds, Annuities, Series 63, Estate Planning, Alternative Investments, Securities, Insurance, Retirement Planning, Sales Management, Public Speaking, Investment Strategies, Strategic Planning, Business Planning, Capital Markets, Wholesaling, 401k, Investment Advisory, Wealth Management, Financial Advisory, Portfolio Management, Asset Management, Financial Services, Investment Management, Strategic Financial..., Budgets, Fixed Annuities, Team Leadership, Financial Risk, Roth IRA, Recruiting, Qualified Retirement..., Succession Planning, Small Business
Education
Colorado State University 1995 — 1999
BS, Business Administration, Marketing
Cherry Creek High School 1991 — 1995
High School, High School Diploma
Jim Groce CFP®, NSSA, CRPC Jim Groce CFP®, NSSA, CRPC's Hanson McClain Advisors Experience March 2006 - December 2008
Job Wealth Management Advisor
Industry Financial Services
Experience
Texas Financial Resources - Jim Groce Financial Strategies LLC January 2013 - Present
Spectrum Financial Group December 2008 - January 2013
Hanson McClain Advisors March 2006 - December 2008
Ameriprise Financial Services, Inc. March 1998 - March 2006
Skills
Retirement Planning, Financial Planning, Financial Advisory, Wealth Management
Education
University of New Orleans 1977 — 1980
Texas Financial Resources - Jim Groce Financial Strategies LLC January 2013 - Present
Spectrum Financial Group December 2008 - January 2013
Hanson McClain Advisors March 2006 - December 2008
Ameriprise Financial Services, Inc. March 1998 - March 2006
Skills
Retirement Planning, Financial Planning, Financial Advisory, Wealth Management
Education
University of New Orleans 1977 — 1980
Whitney Harris Whitney Harris's Hanson McClain Advisors Experience November 2007 - September 2010
Job Senior Financial Recruiter at Stephen James Associates
Industry Staffing and Recruiting
Experience
Stephen James Associates January 2012 - Present
Creative Financial Staffing (CFS) September 2010 - January 2012
Hanson McClain Advisors November 2007 - September 2010
Skills
Recruiting, Accounting, Talent Management, Human Resources, Talent Acquisition, Permanent Placement, Account Management, Time Management, Financial Accounting, Financial Analysis, Interviews, Screening Resumes, Auditing, Financial Reporting, Contract Management, Due Diligence, Forecasting, General Ledger, Corporate Finance, Project Finance, ACH, Banking, Management, Customer Service, Finance, Temporary Placement
Education
University of California, Berkeley 2005 — 2010
Master of Business Administration (MBA), Accounting and Finance
Stephen James Associates January 2012 - Present
Creative Financial Staffing (CFS) September 2010 - January 2012
Hanson McClain Advisors November 2007 - September 2010
Skills
Recruiting, Accounting, Talent Management, Human Resources, Talent Acquisition, Permanent Placement, Account Management, Time Management, Financial Accounting, Financial Analysis, Interviews, Screening Resumes, Auditing, Financial Reporting, Contract Management, Due Diligence, Forecasting, General Ledger, Corporate Finance, Project Finance, ACH, Banking, Management, Customer Service, Finance, Temporary Placement
Education
University of California, Berkeley 2005 — 2010
Master of Business Administration (MBA), Accounting and Finance
Robert Vaughn Robert Vaughn's Hanson McClain Advisors Experience August 2014 - Present
Job Sr. Director, Operations at Hanson McClain Advisors
Industry Financial Services
Experience
Hanson McClain Advisors August 2014 - Present
Rabobank March 2014 - August 2014
E*TRADE Financial September 2006 - December 2013
E*TRADE Financial March 2005 - September 2006
E*TRADE Clearing LLC February 2003 - March 2005
E*TRADE Clearing LLC July 1999 - February 2003
E*TRADE Clearing LLC June 1998 - July 1999
E*TRADE Clearing LLC January 1997 - June 1998
Essex National Securities May 1995 - January 1997
Essex Corporation January 1993 - May 1995
Skills
Management, Leadership, Account Reconciliation, Financial Risk, Mutual Funds, Cash Management, Back Office, Trading, Sarbanes-Oxley Act, Outsourcing, Accounting, Payments, Series 7, Series 63, Securities, Financial Services, Customer Service, Settlement, Vendor Management, Relationship Management, Risk Management, Finance, Business Analysis, Operations Management, Process Improvement
Education
The American College 1991 — 1993
Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU), Investment and Insurance
California State University-Sacramento 1987 — 1991
BS, Business Administration, Graduated with Cum Laude honors
Hanson McClain Advisors August 2014 - Present
Rabobank March 2014 - August 2014
E*TRADE Financial September 2006 - December 2013
E*TRADE Financial March 2005 - September 2006
E*TRADE Clearing LLC February 2003 - March 2005
E*TRADE Clearing LLC July 1999 - February 2003
E*TRADE Clearing LLC June 1998 - July 1999
E*TRADE Clearing LLC January 1997 - June 1998
Essex National Securities May 1995 - January 1997
Essex Corporation January 1993 - May 1995
Skills
Management, Leadership, Account Reconciliation, Financial Risk, Mutual Funds, Cash Management, Back Office, Trading, Sarbanes-Oxley Act, Outsourcing, Accounting, Payments, Series 7, Series 63, Securities, Financial Services, Customer Service, Settlement, Vendor Management, Relationship Management, Risk Management, Finance, Business Analysis, Operations Management, Process Improvement
Education
The American College 1991 — 1993
Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU), Investment and Insurance
California State University-Sacramento 1987 — 1991
BS, Business Administration, Graduated with Cum Laude honors
Kristina Vandergriff - Cole, MBA's Hanson McClain Advisors Experience November 2014 - March 2015
Job Regulatory Compliance Manager at DST Systems
Industry Financial Services
Experience
DST Systems March 2015 - Present
Hanson McClain Advisors November 2014 - March 2015
WBB Securities January 2011 - February 2014
Commonwealth Financial Network January 2006 - January 2011
LPL November 2004 - December 2006
LPL Financial ( Linsco/Private Ledger ) 2004 - 2006
TD Waterhouse March 2004 - November 2004
Charles Schwab 1999 - 2004
Lloyd Wade Securities 1997 - 1998
Skills
Compliance, Securities, Series 7, FINRA, Mutual Funds, Series 24, Series 63, Investments, Investment Advisory, Financial Risk, Uniform Combined State..., Strategic Financial..., Risk Management, Asset Managment, Equities, Wealth Management, Portfolio Management, Series 66, Series 53, Series 55, Life, Health and..., Banking, Management, Trading, Alternative Investments, Finance, Financial Advisory, Fixed Income, Investment Banking, Asset Management, Financial Services
Education
Wine and Spirits Education Trust 2010 — 2010
Level 2, Intermediate, Wine and Spirits
University of Phoenix 2007 — 2009
MBA, Business Administration
University of Phoenix 2004 — 2006
BS, Business Management
Poway High 1987 — 1991
High school
DST Systems March 2015 - Present
Hanson McClain Advisors November 2014 - March 2015
WBB Securities January 2011 - February 2014
Commonwealth Financial Network January 2006 - January 2011
LPL November 2004 - December 2006
LPL Financial ( Linsco/Private Ledger ) 2004 - 2006
TD Waterhouse March 2004 - November 2004
Charles Schwab 1999 - 2004
Lloyd Wade Securities 1997 - 1998
Skills
Compliance, Securities, Series 7, FINRA, Mutual Funds, Series 24, Series 63, Investments, Investment Advisory, Financial Risk, Uniform Combined State..., Strategic Financial..., Risk Management, Asset Managment, Equities, Wealth Management, Portfolio Management, Series 66, Series 53, Series 55, Life, Health and..., Banking, Management, Trading, Alternative Investments, Finance, Financial Advisory, Fixed Income, Investment Banking, Asset Management, Financial Services
Education
Wine and Spirits Education Trust 2010 — 2010
Level 2, Intermediate, Wine and Spirits
University of Phoenix 2007 — 2009
MBA, Business Administration
University of Phoenix 2004 — 2006
BS, Business Management
Poway High 1987 — 1991
High school
Pat McClain's Hanson McClain Advisors Experience January 1993 - Present
Job CoFounder and CEO, Hanson McClain Advisors
Industry Investment Management
Experience
Hanson McClain Advisors January 1993 - Present
Hanson McClain Retirement Network January 1995 - Present
Sacramento Food Bank & Family Services January 2011 - Present
Liberty Reverse Mortgage January 2003 - January 2007
Skills
Retirement Planning, Investments, Wealth Management, Investment Advisory, Asset Allocation, Marketing Strategy, Sales Management, Marketing, Management, Small Business, Strategic Financial..., Financial Advisory, Investment Strategies, Asset Management, Mergers & Acquisitions, Mutual Funds, Finance, Retirement
Education
California State University-Sacramento
Hanson McClain Advisors January 1993 - Present
Hanson McClain Retirement Network January 1995 - Present
Sacramento Food Bank & Family Services January 2011 - Present
Liberty Reverse Mortgage January 2003 - January 2007
Skills
Retirement Planning, Investments, Wealth Management, Investment Advisory, Asset Allocation, Marketing Strategy, Sales Management, Marketing, Management, Small Business, Strategic Financial..., Financial Advisory, Investment Strategies, Asset Management, Mergers & Acquisitions, Mutual Funds, Finance, Retirement
Education
California State University-Sacramento
Ted Smalling, MBA, CFP® Ted Smalling, MBA, CFP®'s Hanson McClain Advisors Experience September 2013 - Present
Job Financial Advisor at Hanson McClain Advisors
Industry Financial Services
Experience
Hanson McClain Advisors September 2013 - Present
Principal Financial Group January 2012 - September 2013
Countertop Specialists Inc. 1982 - 2011
Skills
Retirement Planning, 401k, Strategic Financial..., Retirement, Investments, Mutual Funds, Asset Allocation, Financial Analysis, College Funding..., Retirement Plan..., Small Business, Process Improvement, IRAs, Roth IRA, Financial Planning, Income Protection, Tax-Deferred Savings, Financial needs analysis, Sep & Simple IRA's, 403 b, Business Continuation..., Charitable Giving, Deferred Compensation, 457 Plans, Asset Management, Risk Analysis, Qualified Retirement..., On plan investment..., Self Directed 401k, Certified Financial...
Education
University of California, Davis 2012 — 2014
Certified Financial Planning certificate program, CFP®
Keller Graduate School of Management of DeVry University 2009 — 2011
MBA, Finance
University of Phoenix 2004 — 2008
Bachelor of Science, business management
Hanson McClain Advisors September 2013 - Present
Principal Financial Group January 2012 - September 2013
Countertop Specialists Inc. 1982 - 2011
Skills
Retirement Planning, 401k, Strategic Financial..., Retirement, Investments, Mutual Funds, Asset Allocation, Financial Analysis, College Funding..., Retirement Plan..., Small Business, Process Improvement, IRAs, Roth IRA, Financial Planning, Income Protection, Tax-Deferred Savings, Financial needs analysis, Sep & Simple IRA's, 403 b, Business Continuation..., Charitable Giving, Deferred Compensation, 457 Plans, Asset Management, Risk Analysis, Qualified Retirement..., On plan investment..., Self Directed 401k, Certified Financial...
Education
University of California, Davis 2012 — 2014
Certified Financial Planning certificate program, CFP®
Keller Graduate School of Management of DeVry University 2009 — 2011
MBA, Finance
University of Phoenix 2004 — 2008
Bachelor of Science, business management
Jonathan Coyne Jonathan Coyne's Hanson McClain Advisors Experience Concierge SupervisorSurf AirJune 2013 - February 2014
Job Marketing Specialist, PR Coordinator
Industry Public Relations and Communications
Experience
Hanson McClain Advisors Concierge SupervisorSurf AirJune 2013 - February 2014
Apple Retail September 2010 - May 2013
Azusa Pacific University January 2010 - May 2010
World Vision May 2008 - August 2008
Bayside Church 2003 - 2007
Skills
Photography, Social Media, Marketing, Social Media Marketing, Sales, Creative Problem Solving, Graphic Design, Emerging Technologies, Editing, Management, Internal Communications, User Experience, CRM, Nonprofits, Customer Service, Research, Retail, Strategic Planning, Analytics, Logistics, Operations Management, Aviation, Airlines
Education
Azusa Pacific University 2006 — 2010
Bachelor's, Interpersonal and Organizational Communication, Minor in Business Marketing
Granite Bay High School 2002 — 2006
Hanson McClain Advisors Concierge SupervisorSurf AirJune 2013 - February 2014
Apple Retail September 2010 - May 2013
Azusa Pacific University January 2010 - May 2010
World Vision May 2008 - August 2008
Bayside Church 2003 - 2007
Skills
Photography, Social Media, Marketing, Social Media Marketing, Sales, Creative Problem Solving, Graphic Design, Emerging Technologies, Editing, Management, Internal Communications, User Experience, CRM, Nonprofits, Customer Service, Research, Retail, Strategic Planning, Analytics, Logistics, Operations Management, Aviation, Airlines
Education
Azusa Pacific University 2006 — 2010
Bachelor's, Interpersonal and Organizational Communication, Minor in Business Marketing
Granite Bay High School 2002 — 2006
Eloisa Jensen Eloisa Jensen's Hanson McClain Advisors Experience December 2014 - Present
Job Client Service Supervisor
Industry Financial Services
Experience
Hanson McClain Advisors December 2014 - Present
Hanson McClain December 2012 - Present
Hanson McClain Advisors November 2013 - January 2014
Hanson McClain January 2006 - December 2012
PLATINUM MORTGAGE 2005 - 2005
COLDWELL BANKER ELITE 2004 - 2005
Skills
Training, Software Documentation, Data Entry, Time Management, Analysis, Finance, Sales, Investments, Customer Service, Microsoft Excel
Education
Sacramento City College
Hanson McClain Advisors December 2014 - Present
Hanson McClain December 2012 - Present
Hanson McClain Advisors November 2013 - January 2014
Hanson McClain January 2006 - December 2012
PLATINUM MORTGAGE 2005 - 2005
COLDWELL BANKER ELITE 2004 - 2005
Skills
Training, Software Documentation, Data Entry, Time Management, Analysis, Finance, Sales, Investments, Customer Service, Microsoft Excel
Education
Sacramento City College
Jori Gonzales's Hanson McClain Advisors Experience April 2014 - Present
Job Musical Theatre Performer / Client Service Specialist
Industry Music
Experience
Hanson McClain Advisors April 2014 - Present
Rio Del Oro Racquet Club June 2013 - Present
Sacramento Opera September 2008 - Present
United Cerebral Palsy October 2010 - April 2014
Advance Kids November 2011 - June 2013
Skills
Social Media, Dance, Music, PowerPoint, Microsoft Office, Theatre, Social Networking, Public Speaking, Event Planning, Teaching, Singing, Public Relations, Non-profits, Customer Service, Event Management, Nonprofits, Facebook, Fundraising, Outlook, Art, Community Outreach
Education
California State University-Sacramento 2008 — 2010
Bachelor of Music, Voice
American River College 2004 — 2007
Associate of Arts (AA), Music (voice)
American River College 2004 — 2007
Associate of Arts (AA), General Education
Capital Christian School 2000 — 2004
High School Diploma, General Education
Hanson McClain Advisors April 2014 - Present
Rio Del Oro Racquet Club June 2013 - Present
Sacramento Opera September 2008 - Present
United Cerebral Palsy October 2010 - April 2014
Advance Kids November 2011 - June 2013
Skills
Social Media, Dance, Music, PowerPoint, Microsoft Office, Theatre, Social Networking, Public Speaking, Event Planning, Teaching, Singing, Public Relations, Non-profits, Customer Service, Event Management, Nonprofits, Facebook, Fundraising, Outlook, Art, Community Outreach
Education
California State University-Sacramento 2008 — 2010
Bachelor of Music, Voice
American River College 2004 — 2007
Associate of Arts (AA), Music (voice)
American River College 2004 — 2007
Associate of Arts (AA), General Education
Capital Christian School 2000 — 2004
High School Diploma, General Education
Jim Worden, CFA's Hanson McClain Advisors Experience June 2012 - Present
Job Director of Research at Hanson McClain Advisors
Industry Investment Management
Experience
Hanson McClain Advisors June 2012 - Present
Securities America, Inc. Member FINRA/SIPC November 2008 - May 2012
Iron Point Capital Management (formerly Brecek & Young Advisors, Inc.) July 2003 - May 2012
Brecek & Young Advisors December 2001 - July 2003
Sierra Capital Investors 2001 - 2001
Wells Fargo Securities January 2000 - December 2000
Prudential Securities March 1999 - December 1999
Skills
Asset Allocation, Alternative Investments, Investments, Portfolio Management, Equities, Mutual Funds, Investment Management, Strategic Financial..., Wealth Management, Trading, Financial Advisory, Securities, Hedge Funds, Options, Risk Management, Asset Management, Series 7, Quantitative Analysis, Valuation, Financial Modeling, Finance, Retirement Planning, Financial Markets, Asset Managment, Series 63, Investment Advisory, Due Diligence, FINRA, Bonds, Financial Services, Fund Of Funds, Capital Markets, Series 65, Hedging, Financial Analysis, Bloomberg, Investment Strategies, Wealth Management..., Equity Research, ETFs, Fixed Income, Chartered Financial..., Management
Education
Brigham Young University - Hawaii 1995 — 1998
Bachelor of Science (B.S.), International Business Management
El Dorado High School 1989 — 1992
High School
Hanson McClain Advisors June 2012 - Present
Securities America, Inc. Member FINRA/SIPC November 2008 - May 2012
Iron Point Capital Management (formerly Brecek & Young Advisors, Inc.) July 2003 - May 2012
Brecek & Young Advisors December 2001 - July 2003
Sierra Capital Investors 2001 - 2001
Wells Fargo Securities January 2000 - December 2000
Prudential Securities March 1999 - December 1999
Skills
Asset Allocation, Alternative Investments, Investments, Portfolio Management, Equities, Mutual Funds, Investment Management, Strategic Financial..., Wealth Management, Trading, Financial Advisory, Securities, Hedge Funds, Options, Risk Management, Asset Management, Series 7, Quantitative Analysis, Valuation, Financial Modeling, Finance, Retirement Planning, Financial Markets, Asset Managment, Series 63, Investment Advisory, Due Diligence, FINRA, Bonds, Financial Services, Fund Of Funds, Capital Markets, Series 65, Hedging, Financial Analysis, Bloomberg, Investment Strategies, Wealth Management..., Equity Research, ETFs, Fixed Income, Chartered Financial..., Management
Education
Brigham Young University - Hawaii 1995 — 1998
Bachelor of Science (B.S.), International Business Management
El Dorado High School 1989 — 1992
High School
Bryce Scott's Hanson McClain Advisors Experience May 2015 - Present
Job Financial Services Intern at Hanson McClain Advisors
Industry Financial Services
Experience
Hanson McClain Advisors May 2015 - Present
Athletes C.A.R.E February 2013 - Present
Mens Basketball August 2012 - Present
The Atlantic FIsh and Chop House June 2014 - August 2014
Skills
English, Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word, Customer Service, Budgets, Strategic Planning, Outlook, Negotiation, Windows, Economics, Financial Analysis, Financial Advisory, Investments, Public Speaking
Education
Lafayette College 2012 — 2016
Economics, Economics, 2016
Hanson McClain Advisors May 2015 - Present
Athletes C.A.R.E February 2013 - Present
Mens Basketball August 2012 - Present
The Atlantic FIsh and Chop House June 2014 - August 2014
Skills
English, Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word, Customer Service, Budgets, Strategic Planning, Outlook, Negotiation, Windows, Economics, Financial Analysis, Financial Advisory, Investments, Public Speaking
Education
Lafayette College 2012 — 2016
Economics, Economics, 2016
Reeve Axelgard Reeve Axelgard's Hanson McClain Advisors Experience June 2013 - August 2013
Job Business Development Manager at Kelly Financial Resources
Industry Staffing and Recruiting
Experience
Kelly Financial Resources July 2015 - Present
The Grand April 2014 - August 2014
Hanson McClain Advisors June 2013 - August 2013
Vemma September 2012 - June 2013
General Nutrition Centers, Inc October 2012 - February 2013
Hanson McClain Advisors May 2012 - August 2012
Skills
Customer Service, Sales, CRM, Leadership, Business Development, Recruiting, Corporate Finance, Public Relations, Management, Social Networking, Social Media Marketing, Teaching, Public Speaking, Research
Education
California State University-Chico 2011 — 2015
Bachelor of Science (B.S.), Business
Kelly Financial Resources July 2015 - Present
The Grand April 2014 - August 2014
Hanson McClain Advisors June 2013 - August 2013
Vemma September 2012 - June 2013
General Nutrition Centers, Inc October 2012 - February 2013
Hanson McClain Advisors May 2012 - August 2012
Skills
Customer Service, Sales, CRM, Leadership, Business Development, Recruiting, Corporate Finance, Public Relations, Management, Social Networking, Social Media Marketing, Teaching, Public Speaking, Research
Education
California State University-Chico 2011 — 2015
Bachelor of Science (B.S.), Business
Kyle Hatten Kyle Hatten's Hanson McClain Advisors Experience March 2013 - Present
Job Business Analyst at Hanson McClain Advisors
Industry Financial Services
Experience
Hanson McClain Advisors March 2013 - Present
Chicago Fire Pizza December 2011 - February 2013
Sports Authority November 2011 - January 2012
JPMorgan Chase April 2010 - November 2011
Skills
Time Management, Customer Service, Social Media, Microsoft Dynamics, Workflow Management, DocuSign, Docupace, Microsoft Excel, Teamwork, Creative Problem Solving, Exceptional People..., Financial Operations, Financial Services, Organized self-starter, Cash Management, PowerPoint, Microsoft Word, Microsoft Office, Social Networking, Research
Education
California State University-Sacramento 2009 — 2012
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Folsom Lake College 2006 — 2009
Mass Communication/Media Studies
Hanson McClain Advisors March 2013 - Present
Chicago Fire Pizza December 2011 - February 2013
Sports Authority November 2011 - January 2012
JPMorgan Chase April 2010 - November 2011
Skills
Time Management, Customer Service, Social Media, Microsoft Dynamics, Workflow Management, DocuSign, Docupace, Microsoft Excel, Teamwork, Creative Problem Solving, Exceptional People..., Financial Operations, Financial Services, Organized self-starter, Cash Management, PowerPoint, Microsoft Word, Microsoft Office, Social Networking, Research
Education
California State University-Sacramento 2009 — 2012
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Folsom Lake College 2006 — 2009
Mass Communication/Media Studies
Lauren M. Williams, CFP®, CRPC®'s Hanson McClain Advisors Experience 2013 - Present
Job Certified Financial Planner™ | Instructor of Financial Planning | Public Speaker
Industry Financial Services
Experience
Hanson McClain Advisors 2013 - Present
UC Davis Extension December 2014 - Present
Financial Planning Association of Northern California August 2012 - January 2014
Wells Fargo Advisors June 2006 - 2013
Regency Electric Company 2005 - 2006
Region 4 Education Service Center 2002 - 2005
Skills
Relationship Management, Microsoft Office, Team Leadership, Wealth Management, Public Speaking, Personal Financial..., Marketing, Microsoft Excel, Sales Presentations, Customer Service, Leadership, Strategic Financial..., Investments, Series 7, Retirement, Mutual Funds, Asset Allocation, Financial Advisory, Finance, Retirement Planning, Estate Planning, Portfolio Management, Investment Strategies, Investment Advisory, Financial Planners, Fixed Annuities, Wealth Management..., 401k, Uniform Combined State..., Asset Management, Finacial, Wealth Accumulation..., Income for Life, Saving for Education, 401k Rollovers, Traditional IRA, Tax-advantaged..., Investment Portfolio..., Global Tactical Asset..., Risk Budgeting, Tactical Asset..., Retirement Plan..., Financial Literacy..., Personal Budgeting, Business Intelligence, Market Intelligence
Education
California Lutheran University
Master of Business Administration (M.B.A.), Financial Planning
College for Financial Planning
CFP® Certification Professional Education Program, Estate Planning
Hawaii Pacific University
BSBA Finance and AS Management, Graduated Cum Laude
Lone Star College
Associate of Arts, Marketing
Hanson McClain Advisors 2013 - Present
UC Davis Extension December 2014 - Present
Financial Planning Association of Northern California August 2012 - January 2014
Wells Fargo Advisors June 2006 - 2013
Regency Electric Company 2005 - 2006
Region 4 Education Service Center 2002 - 2005
Skills
Relationship Management, Microsoft Office, Team Leadership, Wealth Management, Public Speaking, Personal Financial..., Marketing, Microsoft Excel, Sales Presentations, Customer Service, Leadership, Strategic Financial..., Investments, Series 7, Retirement, Mutual Funds, Asset Allocation, Financial Advisory, Finance, Retirement Planning, Estate Planning, Portfolio Management, Investment Strategies, Investment Advisory, Financial Planners, Fixed Annuities, Wealth Management..., 401k, Uniform Combined State..., Asset Management, Finacial, Wealth Accumulation..., Income for Life, Saving for Education, 401k Rollovers, Traditional IRA, Tax-advantaged..., Investment Portfolio..., Global Tactical Asset..., Risk Budgeting, Tactical Asset..., Retirement Plan..., Financial Literacy..., Personal Budgeting, Business Intelligence, Market Intelligence
Education
California Lutheran University
Master of Business Administration (M.B.A.), Financial Planning
College for Financial Planning
CFP® Certification Professional Education Program, Estate Planning
Hawaii Pacific University
BSBA Finance and AS Management, Graduated Cum Laude
Lone Star College
Associate of Arts, Marketing
Sean D Harvey Sean D Harvey's Hanson McClain Advisors Experience January 2012 - Present
Job Vice President of Communications Hanson McClain Advisors and Owner at Irish Canon Press
Industry Marketing and Advertising
Experience
Hanson McClain Advisors January 2012 - Present
Irish Canon Press May 2008 - Present
Hunter House Publishers June 2008 - January 2012
One Moment Changes Everything: The All America Tragedy of Don Rogers October 2007 - October 2009
Sean Harvey & Associates January 2002 - June 2009
Authors and Artists Group January 1998 - January 2000
Skills
Publishing, Financial Writer, Marketing Communications, Social Media, Social Media Marketing, writing, Employer Branding, Publicity, Editing, Newsletters, Press Releases, Blogger, Sports Writing, Ghostwriting, Facebook, Twitter, Book Tours, Published Author, Public Speaking, Writing, Journalism, Copy Editing, Blogging, Books, Non-fiction, Magazines, Creative Writing, Public Relations, Marketing, Radio, Web Content, Freelance Writing, Editorial, Copywriting, Proofreading, Broadcast, Content Strategy, Content Management, Online Publishing, Publications, News Writing, Content Development, Media Relations, Feature Articles, Social Networking, Storytelling, Literature
Education
San Jose State University 1983 — 1986
Bachelor's degree, Social Sciences
UC Davis 2012 — 2014
CFP Designation (pending), Finance, General
State of California
Multiple Subject Teaching Credential, Education
Del Campo High School
Hanson McClain Advisors January 2012 - Present
Irish Canon Press May 2008 - Present
Hunter House Publishers June 2008 - January 2012
One Moment Changes Everything: The All America Tragedy of Don Rogers October 2007 - October 2009
Sean Harvey & Associates January 2002 - June 2009
Authors and Artists Group January 1998 - January 2000
Skills
Publishing, Financial Writer, Marketing Communications, Social Media, Social Media Marketing, writing, Employer Branding, Publicity, Editing, Newsletters, Press Releases, Blogger, Sports Writing, Ghostwriting, Facebook, Twitter, Book Tours, Published Author, Public Speaking, Writing, Journalism, Copy Editing, Blogging, Books, Non-fiction, Magazines, Creative Writing, Public Relations, Marketing, Radio, Web Content, Freelance Writing, Editorial, Copywriting, Proofreading, Broadcast, Content Strategy, Content Management, Online Publishing, Publications, News Writing, Content Development, Media Relations, Feature Articles, Social Networking, Storytelling, Literature
Education
San Jose State University 1983 — 1986
Bachelor's degree, Social Sciences
UC Davis 2012 — 2014
CFP Designation (pending), Finance, General
State of California
Multiple Subject Teaching Credential, Education
Del Campo High School
Erin Adsit, MBA Erin Adsit, MBA's Hanson McClain Advisors Experience 2005 - 2008
Job
Industry Education Management
Experience
Old Republic Home Protection July 2015 - Present
University of Phoenix June 2012 - July 2015
Genworth Financial 2010 - 2012
Hanson McClain Advisors 2005 - 2008
London Pacific 2002 - 2005
Caltrans 1999 - 2002
Education
California State University-Sacramento 2008 — 2011
Master of Business Administration (M.B.A.), Business Administration
California State University-Sacramento 2002 — 2004
Bachelor’s Degree, Business Administration & Marketing
Shasta College 1999 — 2001
Associate's Degree, General Studies
Old Republic Home Protection July 2015 - Present
University of Phoenix June 2012 - July 2015
Genworth Financial 2010 - 2012
Hanson McClain Advisors 2005 - 2008
London Pacific 2002 - 2005
Caltrans 1999 - 2002
Education
California State University-Sacramento 2008 — 2011
Master of Business Administration (M.B.A.), Business Administration
California State University-Sacramento 2002 — 2004
Bachelor’s Degree, Business Administration & Marketing
Shasta College 1999 — 2001
Associate's Degree, General Studies
David Schauer's Hanson McClain Advisors Experience March 2010 - Present
Job Chief Investment Officer at Hanson McClain
Industry Financial Services
Experience
Hanson McClain Advisors March 2010 - Present
Hanson McClain Advisors January 1998 - Present
Skills
Asset Allocation, Investments, Financial Analysis, Finance, Wealth Management, Investment Advisory, Mutual Funds, Retirement Planning, Series 63, Estate Planning
Education
CFA 2004 — 2006
Chartered Financial Analyst
University of San Francisco 2003 — 2005
MS, Financial Analysis
CFP 2000 — 2002
Certified Financial Planner
University of California, Davis 1992 — 1997
Bachelor of Science (BS), Managerial Economics; Financial Analysis
Hanson McClain Advisors March 2010 - Present
Hanson McClain Advisors January 1998 - Present
Skills
Asset Allocation, Investments, Financial Analysis, Finance, Wealth Management, Investment Advisory, Mutual Funds, Retirement Planning, Series 63, Estate Planning
Education
CFA 2004 — 2006
Chartered Financial Analyst
University of San Francisco 2003 — 2005
MS, Financial Analysis
CFP 2000 — 2002
Certified Financial Planner
University of California, Davis 1992 — 1997
Bachelor of Science (BS), Managerial Economics; Financial Analysis
Daniel Levene's Hanson McClain Advisors Experience October 2012 - July 2014
Job Account Executive at Financial Services
Industry Financial Services
Experience
Financial Services August 2014 - Present
Hanson McClain Advisors October 2012 - July 2014
brokersXpress LLC July 2010 - August 2012
Pointe Capital/JHS Capital Advisors May 2004 - September 2010
Sterling Financial Investment Group 2003 - 2004
Sterling Financial Investment Group 2003 - 2004
UBS 2002 - 2003
Prudential Securities 1993 - 1997
Education
Syracuse University 1974 — 1978
Bachelor's Degree
Financial Services August 2014 - Present
Hanson McClain Advisors October 2012 - July 2014
brokersXpress LLC July 2010 - August 2012
Pointe Capital/JHS Capital Advisors May 2004 - September 2010
Sterling Financial Investment Group 2003 - 2004
Sterling Financial Investment Group 2003 - 2004
UBS 2002 - 2003
Prudential Securities 1993 - 1997
Education
Syracuse University 1974 — 1978
Bachelor's Degree