Helping you achieve financial success is my first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
- 401(k) Rollovers
- 529 Plans
- Alternative Investments
- Asset Management
- Cash Management
- Certificates of Deposit
- Corporate Retirement Plans
- Defined Contribution Plans
- Education Planning
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- Exchange Traded Funds
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- Fixed Income
- Foreign Exchange
- Insurance Services
- Lending Services
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- Municipal Bonds
- Planning for Special Needs Individuals
- Precious Metals
- Professional Portfolio Management
- Qualified Plans
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- Retirement Planning
- Socially Responsible Investing
- Structured Products
- Trust Services and Accounting
- Wealth Management
- Bachelor of Arts in Economics and Business
- Present: Morgan Stanley*
As a CERTIFIED FINANCIAL PLANNER practitioner, I will review your whole financial picture to educate you on the best decisions for you and your family to help achieve your goals within your risk tolerance while providing a high quality of service. To learn more, email me.
Erik I Hanson holds the following registrations:
Securities Agent: AZ, CA, CO, FL, HI, ND, NV, NY, OH, OR, PA, RI, TX, WA, WV, WY;
General Securities Representative;
Investment Advisor Representative;
CA Insurance Lic. 0D72760
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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