Personal Choice Financial
Founder & CEO
Chris Hansen is a Cincinnati, OH financial advisor and investment manager. Personal Choice Financial specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Chris Hansen is a fiduciary financial planner.
I am a Fee-Only CERTIFIED FINANCIAL PLANNER™ CFP® who is passionate about two seemingly unrelated niches; financial planning for doctors (particularly newly graduated medical doctors) and retirement planning for Procter & Gamble employees and retirees.
How would one planner have two diverse areas of expertise? The answer is simple. I spent 10 years at Procter & Gamble and my son graduated from the University of Cincinnati Medical School in 2016.
I left Procter & Gamble and started my Fee-Only Financial Advisory firm because I recognized that P&G employees and retirees had specific needs that could be best served through a fiduciary relationship with an capable advisor. In that vein, I earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in order to better meet my client's complex needs. I have been serving Procter & Gamble employees, retirees and their families for almost 25 years. I have recently created the website www.personalchoicefinancial.com. There I will post many of the Proctor & Gamble relevant financial planning techniques that I have employed over the years.
In 2016, my son graduated from the University of Cincinnati Medical School and headed to Ann Arbor, Michigan to become a Neurologist. I have been working with my him and some of his fellow graduates on their unique medical financial related issues. Most of them have substantial student loan debt and are eager to get their lives started but are unsure of how to proceed. Many are planning marriages, thinking about having children and wondering about buying their first house. As I help my son and his fellow doctors work through their issues, I will share them on my site www.FinancialRounds.com. I am also available for individual planning and consultation.
Chris Hansen's fiduciary obligation is governed by:
Consistently making good financial decisions is difficult. Whether you are trying to choose from your company benefits or design your retirement portfolio.
What about the people trying to give you advice? Are they on your side or just trying to sell you something?
As Fee-Only Financial Advisors, Personal Choice Financial is about providing you with guidance and insights into every aspect of your personal finances. Our intention is to share what we have learned over the past few decades serving clients just like you.
Our philosophy is that everybody needs good financial advice. No matter what your level of income or wealth, we are here to help guide you.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Financial Planning
- Retirement Planning
- Investment Management
- Business Planning
- Estate Services
- Education Planning
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- Monthly Retainer
- % of Assets Under Management
Professional Designations & Affiliations
Chris Hansen is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Chris Hansen is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Chris Hansen is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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