W. John Hansch, is Managing Partner of Hansch Financial Group, overseeing operations of the company’s San Diego area office in Solana Beach, CA. With over 30 years of financial advisory experience leveraging an MBA in Finance and Marketing. John specializes in Values-Based Financial Planning™ and Tax-Free Income for Life Wealth Management services.
Beyond offering financial planning services to families, retired couples, widows, executives, and business owners, John is a sought-after speaker. He has taught seminars and workshops on Successful Money Management, Financial Strategies for Successful Retirement, and Estate Planning. A proponent of education, he founded the South Orange County CPA Forum, a continuing education program for CPAs. He currently offers quarterly continuing education breakfast workshops to CPAs, attorneys, and other centers of influence in the Rancho Santa Fe area.
John holds securities registrations 6, 7, 22, and 63 through Independent Financial Group, as well as his California Insurance license (CA #0710553) and a California Real Estate Broker license (CA #00787795). He received a Bachelor of Arts in International Studies from the University of the Pacific and a Master of Business Administration with a focus on Finance and Marketing from San Diego State University.
Outside of the office, John is actively involved in his San Diego community. He is past Chairman of the President’s Council for the La Jolla Institute for Allergy & Immunology, where he also serves as a Member of the Planned Giving Advisory Council. He is former Board member of the San Diego chapter of the Financial Planning Association. He is a former member of the Monarch Beach Sunrise Rotary in Orange County where he served as the Director of Community Relations and received the Service Above Self award.
John is a long-time resident of Rancho Santa Fe and Solana Beach, where he is raising two active sons. He enjoyed participating in the YMCA Indian Guides program and has coached youth soccer, basketball, and baseball teams. In his free time, he lives life like a true Californian, playing golf, surfing, hiking and skiing.
Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and a registered investment adviser. Member FINRA/SIPC. Hansch Financial Group & IFG are unaffiliated entities. Electronic communications are not necessarily confidential and may not be delivered or received reliably. Therefore, do not send orders to buy or sell securities or other instructions related to your accounts electronically. The material contained herein is confidential and intended for the addressed recipient. If you are not the intended recipient for this message, any review, dissemination, distribution or duplication of this communication is strictly prohibited. Please contact the sender immediately if you have received this message in error.
LICENSES & ACCREDITATIONS
- Securities Registrations 6, 7, 22, & 63
- Life & Health Insurance Licensed
- Annuity Licensed
- Long Term Care Insurance Licensed
AREAS OF EXPERTISE
- Values-Based Financial Planning™
- Tax-Free Income for Life Wealth Management Services
- Life Insurance
- Long Term Care Insurance