Richard Hansen

Richard HansenRichard G. Hansen, JD, LLMT, CFA®, is a Partner Advisor at AdvicePeriod. Since starting his career more than 18 years ago, Rich has established a track record of supporting his clients in all of their investment, financial planning, insurance, income tax, and estate planning matters. With years of experience in public accounting, portfolio management, and wealth management, he provides his clients with planning-first solutions to meet all of their specific needs in a tax-efficient manner. Rich specializes in high net-worth individuals, law firm partners, and their families.

Prior to joining AdvicePeriod, Rich was a Managing Director at KLS Advisors. As the most senior advisor in the Los Angeles office for almost 5 years, Rich assumed primary responsibilities for running daily operations and client relationships. Before KLS, he spent five years in the wealth management industry as a Portfolio Manager at Northern Trust, and as a Client Account Manager at Bessemer Trust. Prior to entering the investment industry, Rich spent 6 years in public accounting (with a focus on individual income tax and estate planning), rising to the level of Experienced Tax Manager at Ernst & Young.