About Paul Hansen
Paul Hansen is a highly experienced Financial Advisor at Morgan Stanley, with over 40 years in the field. He holds an MBA from Rutgers University and several prestigious certifications, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Advisor in Philanthropy (CAP®), Chartered Life Underwriter (CLU®), and Qualified Plan Financial Consultant (QPFC).
Paul's career began at Lutheran Brotherhood, now known as Thrivent Financial, and he has since worked with Shearson Lehman and Fidelity Investments, where he held various sales positions in wealth management, life insurance, and trust companies. At Merrill Lynch Trust Company, he served as a Senior Philanthropic Consultant, helping Financial Advisors design charitable strategies for clients. He joined Smith Barney in 2000, before its merger with Morgan Stanley, and transitioned to a Financial Advisor role in 2004. Additionally, Paul created and co-produced a cable show, "You and Your Money," which aired in New Jersey for 12 years.
He has served as President of the New York City Society of Financial Service Professionals and held various roles with organizations such as the Sigma Pi Educational Foundation, the Gift Planning Council of New Jersey, and the Estate Planning Council of New York City. Paul is a past member of the New Jersey Association of Fundraising Professionals, the New York State Society of CPAs, the American Cancer Society’s National Gift Planning Advisory Council, and the Philanthropy Advisors Group of the Society of Trust and Estate Practitioners.
Paul has his BS, Civil Engineering, from Valparaiso University, and MBA from Rutgers University.
Securities Agent: MI, FL, HI, WI, NV, NH, CT, PA, NY, NJ, NC, MA, AZ, CA, MN, ID, GA, CO, VA, OH, SC, IL, DE, TX, TN, WA, LA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1475794
CA Insurance License #: 0D81305