Susan Hansen, CFP, CLU, AEP, AIF
Certified Financial Planner™, Accredited Investment Fiduciary™
Hansen'sAdvisory Services, Inc.
Assisting you in Making Wise Decisions
Professional Focus and Services
Hansen's Financial Services involves clients in a focused, holistic approach to financial planning, acting as a coach to help the client develop the connection between values, goals, and their investments. This approach includes socially responsible investing.
Sue is on the Board of the Financial Planning Association of Central New York (FPA-CNY). She is a member of the Estate Planning Council in Syracuse, First Affirmative Financial Network, and the Social Investment Forum. Sue serves on the McKenzie Institute Board as Treasurer, along with being a Board member of the Matilda Joslyn Gage Foundation.
Education and Experience
Sue holds a Certified Financial Planner™ certificate, the Accredited Investment Fiduciary™ designation, is an Accredited Estate Planner, and a Chartered Life Underwriter. She has been in the financial planning field since 1985 and owns Hansen's Financial Services in Fayetteville.
In addition, Sue has presented workshops to other financial
planners on unmarried partner issues, inclusion of values and goals
in client meetings, and practice management. Sue coaches other
Sue has a teaching background with a bachelor's degree from State University of New York, Brockport (SUNY) and a Masters in Educational Administration and CAS (Certificate of Advanced Study) from SUNY Oswego.
Hansen's Financial Services is active in supporting local organizations in Central New York, such as the Peace Council, Peace Action, Women's Information Center, SAGE, ACLU, and other cultural groups.
Registered Representative with Cadaret Grant & Co., Inc. Susan S. Hansen subscribes to a package of professional services offered by First Affirmative Financial Network, LLC. She is not an investment advisor representative of First Affirmative Financial Network. Hansen's financial Services is not a Registered Investment Advisor with the SEC. First Affirmative and Hansen's financial Services are not affiliates or subsidiaries of Cadaret Grant & Co., Inc.
First Affirmative Financial Network is an independent Registered Investment Advisor (SEC File #801-56587).
The credentials CFP® and AIF® listed above bear trademarks.