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Your 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.
Services
- 401k Rollovers
- 529 Plans
- Alternative Investments
- Annuities
- Asset Management
- Cash Management
- Certificates of Deposit
- Commodities
- Corporate Retirement Plans
- Defined Contribution Plans
- Education Planning
- Estate Planning
- Exchange Traded Funds
- Financial Planning
- Fixed Income
- Foreign Exchange
- Insurance Services
- Investment Policy Statements
- Lending Services
- Life Insurance
- Long Term Care Insurance
- Municipal Bonds
- Planning for Special Needs Individuals
- Precious Metals
- Professional Portfolio Management
- Qualified Plans
- Qualified Retirement Plans
- Retirement Planning
- Socially Responsible Investing
- Structured Products
- Trust Services and Accounting
- Wealth Management
Education and Licensing
- Bachelor of Arts in Economics and Business
Westmont College
Business Experience
- 2002
- Present: Morgan Stanley*
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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 is licensed in the following state(s):
AK, AZ, CA, CO, CT, FL, HI, MT, ND, NM, NV, NY, OH, OR, RI, TX, UT, WA, WV, WY
CA Insurance Lic. 0D72760
CA Insurance Lic. 0D72760
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
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