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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian M Hansen is an investment advisor representative at Rockwood Wealth Management, LLC. Brian is a Certified Financial Planner and holds a Series 65 license. Brian has been in the financial services industry since 2011. Brian is a Treasurer of the Bucks County Estate Planning Council Board. Rockwood Wealth Management, LLC provides financial planning, selection of other advisors, portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
04/14/2021 - Present
Rockwood Wealth Management, LLC (NEW HOPE PA)
IA
Issued 08/09/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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