|Jill M. Hansen CFP®, AIF®, RLP®, CLTC|
Jill is the president of Hansen Financial MV, an independent wealth management and retirement income planning firm. Jill's acquired industry registrations, certifications, designations and appointments include:
- CERTIFIED FINANCIAL PLANNER™
- Accredited Investment Fiduciary®
- Registered Financial Life Planner®
- General Securities Registered Representative (FINRA Series 7)
- NASAA Uniform Combined State Law (FINRA series 66)
- Investment Advisor Representative
- Life, Health & Variable Life Insurance License
- Certified in Long Term Care
|Jill began her career in the financial services industry in 1989, working for an insurance and securities firm in Burlington, Vermont. From there she went on to work for the internationally recognized firm, Fidelity Investments®, where she was offered various advancement opportunities in Boston; Burlington, Vermont and Portland, Maine. At Fidelity, she served as the High Net Worth Coordinator for her Branch and was the recipient of numerous awards for sales and service.Jill has a background in mortgage lending and various insurance strategies that allow her to provide a greater depth of financial expertise to her clients.|
While working as a senior Financial Advisor on Martha's Vineyard, she regularly appeared on the "Financial Segment" on Plum TV in 2007, which aired weekly. She educated clients on a variety of subjects in these segments, from Estate Planning to College Funding.
Jill started her own firm in January of 2009, after realizing the need to move from the typical "investment only" advice to a more holistic financial planning approach. She has teamed with a leader in the finance service industry that has no sales quotas or proprietary products, so she can offer more unbiased advice to her clients. She has also received the RLP® (Registered Financial Life Planner®) designation from the Kinder Institute of Financial Planning, which only 500 advisors worldwide currently hold.
Prior to working in the financial services industry, Jill graduated from Syracuse University with a B.A. in Economics. She currently lives on Martha's Vineyard but has clients as far away as Seattle, Washington. She is married to Oscar M. Hansen III., a United Airlines 767 Pilot, and they have two children, Oscar and Kate. She enjoys sailing, tennis, running, skiing and gardening.
- Sail MV - a nonprofit on Martha's Vineyard committed to teaching kids to sail
- Finance Committee Hospice of Martha's Vineyard
- VVAH: Vineyard Village at Home - an organization committed to keeping seniors in their owns homes for as long as possible
- West Tisbury School
As well as other philanthropic activates and organizations.Hansen Financial MV has chosen to partner with Commonwealth Financial Network, one of the preeminent independent broker/dealers in the United States. The relationship with Commonwealth ensures that her clients receive a wide variety of investment choices to complement their goals. It also helps us best serve our clients in a seamless and efficient manner by providing back office, compliance, marketing, research, and technology support.
Accounts are carried by National Financial Services LLC, Member NYSE/SIPC.
|Sarah first joined Hansen Financial MV in September of 2012. Prior to that Sarah worked in the trust field at a local Bank for over 15 years.During that time she assisted many families in Retirement, Estate and Financial Planning. Her most recent position at the Bank was as an Operations Officer which allowed her to aid clients in their day-to-day monitoring of their accounts.
Sarah was born and raised on Martha's Vineyard and attended Clark University in Worcester, Massachusetts.After graduation, she moved to Boston to work in the Mutual Fund industry for four years.She moved home in 1996 to begin another career and to be closer to her family.
With her vast experience in the field, Sarah is well-suited for helping people.She is assisting Jill in serving her existing client base and working with her to grow it further. She is currently pursuing her securities registrations.
Sarah lives in Chilmark with her husband, Charlie and their son Tyler. When not working, Sarah enjoys reading, cooking, sailing, boating, and spending time with family and friends.