We Build Relationships

We’d be happy to arrange a complimentary consultation with one of our professional advisors to review your financial plan. 

Our Principals

As a diversified financial services firm with a team of associates and administrative staff, we pledge to provide distinctive quality and unparalleled client service. Our goal is to take the mystery out of investing, managing risk, preparing for retirement and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with you.

Mark Hansen, ChFC, CFP 

President/Co-Founder

 

Mark S. Hansen is a Sacramento native and President and founder of Hansen & Associates Financial Group, Inc. He holds the Chartered Financial Consultant and Certified Financial Planner™ Professional designations and has been providing financial services since 1989 specializing in comprehensive financial planning and asset management.

Mark has conducted many educational seminars on a wide range of financial topics in the greater Sacramento area and was a contributing author in the book “Financially Empowered”. Hansen & Associates also developed a proprietary tactical asset management strategy that is very effective in managing the risk and volatility of the financial markets. They provide this asset management strategy not only to their own clients but also to being a third party asset manager to other investment advisors. Mark and his Wife Nicole and children live in the Elk Grove area and enjoy an active lifestyle.

 

 

Chartered Financial Consultant   —   Certified Financial Planner™ Professional

Providing Financial Services since 1989   —   Specializing in Comprehensive Financial Planning and Asset Management

Providing educational seminars on timely financial issues

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

David C. Yelle

Portfolio Manager

 

David is an investment professional with more than 24 years experience. His career spans a wide spectrum of finance, ranging from that of a traditional Investment Advisor, to an exchange floor Trading Specialist, to Hedge Fund trader. His extensive background has given him the opportunity to trade on virtually every market in almost every country around the globe at some point in his career.

In addition to his professional career in the global capital markets, David also served for 17 years in the military, primarily with naval special operations. Not only did the military provide him with the fundamental underpinnings of discipline and self-motivation, but the experience ignited a passion for global affairs for him, which has easily translated over into the field of global finance. It’s given him a unique perspective on world affairs and the impact of global events on the financial markets.

Prior to joining Hansen & Associates, David worked for a large multinational bank, where he actively developed and executed equity, derivative and currency trading strategies for the bank’s investment management team. He also designed and managed a proprietary “portfolio insurance” product, which he used to hedge the bank’s investment portfolios against market declines. In that role, he managed all facets of the hedging process, including portfolio construction and all active trading.

David has now brought his knowledge and experience to Hansen and Associates, where he has applied his concepts to develop a range of investment products focused on mitigating investment risk and maximizing returns through tactical asset allocation.

 

 

Investment Advisor Representative      —     More than 24 years in Financial Services

Creation of Investment Products      —      Financial Advisor      —     Trader and Equities Operations Specialist     

Global Capital Markets      —      17 Years of Military Experience     —     Naval Special Operations

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