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Matthew Michael "Matt" Hansen, CFP®, CEPA®

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Certified Exit Planning Advisor (CEPA)
858-521-7029
matt.hansen@ubs.com

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Matt Hansen helps successful people manage and plan all aspects of their wealth so they can focus their time and energy on work, family, and the causes that are most important to them. He focuses on financial planning with an eye on both long term goal achievement and short term opportunistic perspectives.  Guided by each client's Personal Financial Plan, Matt engages with his clients as their dedicated advisor in areas such as comprehensive wealth planning, estate planning, insurance solutions, and various lending options. Matt's current focus is working with business owners to help structure retirement plans, bring them access to capital to help grow their business, and business transition planning to help structure a successful liquidity event.

Matt joined UBS in 2015 as a Senior Vice President – Wealth Management following successful positions at Lucia Capital Group, LPL and Merrill Lynch. Matt worked with a Certified Financial Planner while at Merrill Lynch where he gained an appreciation for the perspective and the confidence a personalized financial plan can provide.  Thereafter, he became an Operations Accountant at LPL Financial.  Matt acquired valuable insights into the logistics of financial services and learned the "how" of how things get done operationally.  Wanting to get back to his financial planning roots, Matt joined Lucia Capital Group as a financial planning assistant in 2004 and worked his way up to becoming a Financial Advisor and until his departure he served as their Executive Vice President. It was this role that helped him provide insightful guidance and advice to individuals, their businesses and their families.

Matt graduated from Southern Utah University with a BS in Finance and Marketing. He earned his CFP (Certified Financial Planner) designation and holds financial services industry licenses 7 and 66, as well as his CA Life and Health Insurance license.

An avid golfer in his spare time, Matt enjoys community engagement through affiliations with the Boys and Girls Club of East County, Big Brothers and Big Sisters of San Diego County and the Grossmont Hospital Foundation.

Matt and his wife Anne married in 2008. They welcomed their daughter Savannah in 2012 and their son Henry in 2015.

 

Education:

Southern Utah University

  • B.S. in Finance
  • B.S. in Marketing


Registered States:
AL, AR, AZ, CA, CO, DC, FL, GA, IN, KY, LA, ME, MS, MT, NC, NY, OH, OK, SC, TX, UT, VA, VI, WA


Kyle Gregory Uthe, CFP®, CRPC®

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
858-521-7024
kyle.uthe@ubs.com

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Kyle G. Uthe, CFP®, CRPC® is a Senior Wealth Strategy Associate with Hansen Wealth Management and has been with UBS Financial Services Inc. since 2015. With over 7 years in the financial service industry, Kyle has experience in many areas of wealth management.

Kyle G. Uthe, CFP®, CRPC® and Matt Hansen, CFP®, CEPA®, partner on financial and business planning, and then collectively integrates customized solutions to elevate each successful clients' results to meet their specific goals and objectives in a tax efficient manner. As part of our wealth management practice, we continue to develop and establish a selective network of attorneys, CPA's, real estate agents, merger and acquisition advisors, private equity firms, and more, to holistically manage and protect our clients' wealth.

 

Education:

Northern Kentucky University

  • B.S. in Finance
  • B.S. in Accounting

 

Professional Achievements:

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor SM
  • Series 7, 63, 66 securities licenses, and CA insurance license

 

Outside the Office:

  • Volunteering at various non-profit organizations
  • Avid golfer
  • Traveling


Registered States:
CA