Renée A. Hanson

Renée A. Hanson, CFP®, CEP®, CDFA®, CFS®, ChFC®, APMA®, BFA®, CeFT®

Renée has 32 years of experience providing comprehensive financial planning, including portfolio risk management, income strategies, retirement planning and insurance planning. As a Certified Divorce Financial Analyst®, she has helped clients navigate the financial aspects of divorce and other major life transitions such as retirement, job change, widowhood and business liquidity.

She has a passion to help her clients define and pursue what is most important in their financial life by using a personalized approach offering holistic advice to build a lasting relationship. All individuals experience changes in their lives. Her focus is on helping her clients manage the four stages of transitions that accompany those changes with compassion and clarity.  

Her recent industry awards include Forbes Top Women Wealth Advisors, 2020-2022; Forbes #1 in Arizona Best-in-State Women Wealth Advisors, 2022-2023; Forbes Best-in-State Wealth Advisors, 2019-2022; Barron’s Top 1,200 Financial Advisors, 2014-2018, 2020-2023; and Five Star Wealth Manager, 2013-2022.

In her free time, Renée loves spending time with her children and grandchildren.  She enjoys being outdoors, scuba diving, sewing and traveling.