Larry Hansen

Founder at

Capital Planning Advisors LLC

Commercial Services

Consumer Services

Finance

Profile

Mr. Lawrence A. Hansen is a Founder at Capital Planning Advisors LLC.
He is also a Financial Advisor of the firm.
He is passionate about serving the multi-faceted family, business and legacy financial needs of family businesses and is often a speaker at Family Council Meetings, Family Business industry gatherings and seminars for professionals.
His areas of expertise include working with businesses and their owners in the areas of multi-generational financial planning, business and succession planning, family wealth management, insurance and non-qualified incentive benefit plans for key-employees.
In addition to founding Capital Planning Advisors in 2006, he has been advising clients since 1991 with past affiliations including Northwestern Mutual Financial Network and The Todd Organization as an executive benefit consultant to mid-sized to fortune-sized companies.
He graduated with a Bachelor of Science degree in Business Administration from Biola University, holds the Series 7 (General Securities Representative), Series 66 (Fiduciary Investment Advisor), Series 6 (Investment Company Products/Variable Contracts Limited Representative,) Series 63 (Uniform Securities Agent State Law Exam) securities licenses as well as Life, Variable Life and Disability Insurance Licensing and is Long-Term Care Insurance Certified.

Larry Hansen active positions

Companies	Position	Start
Capital Planning Advisors LLC Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors constructs globally diversified, risk-balanced portfolios and manages clients’ assets with a personalized tax and cash flow in mind. The firm builds and manages diversified portfolios that incorporate both public and private equity, credit, real estate and infrastructure investments.	Founder	01/01/2006

All active positions of Larry Hansen

Former positions of Larry Hansen

Companies	Position	End
The Todd Organization The Todd Organization Miscellaneous Commercial ServicesCommercial Services Provides executive benefits consulting services	Corporate Officer/Principal	-
Northwestern Mutual Financial Network Northwestern Mutual Financial Network Miscellaneous Commercial ServicesCommercial Services Provides financial planning services	Corporate Officer/Principal	-

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Linked companies

Private companies	4
The Todd Organization The Todd Organization Miscellaneous Commercial ServicesCommercial Services Provides executive benefits consulting services	Commercial Services
Biola University, Inc. (California) Biola University, Inc. (California) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Northwestern Mutual Financial Network Northwestern Mutual Financial Network Miscellaneous Commercial ServicesCommercial Services Provides financial planning services	Commercial Services
Capital Planning Advisors LLC Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors constructs globally diversified, risk-balanced portfolios and manages clients’ assets with a personalized tax and cash flow in mind. The firm builds and manages diversified portfolios that incorporate both public and private equity, credit, real estate and infrastructure investments.	Finance