Hello, I’m Kathleen Hansen, a financial analyst, MBA, EA, and CFP professional based in Long Beach, CA. Through The Financial Planning Department, I help individuals and families think clearly about important financial decisions and prepare for the future with confidence.

My work focuses on practical, well-rounded planning support across several key areas, including:

• Financial planning
• Tax planning
• Investment planning
• Risk management planning
• Retirement planning
• Estate planning support

I bring a professional, detail-oriented approach to every conversation, whether the need involves organizing financial priorities, reviewing planning options, or supporting longer-term goals. I also have experience serving retail clients and strive to make complex topics easier to understand. My goal is to provide friendly, knowledgeable guidance that helps clients feel more prepared and informed at each step.