Estate planning is one of the most important things you can do to protect your family and your assets, yet it’s commonly relegated to an afterthought. Here are the most common mistakes Len Hanson has seen — and how you can avoid them.
About Len Hanson
Regional Director – South Bay
Len started in the financial services industry in 1991. Prior to this, Len spent 10 years working for a large oil refinery in Los Angeles and that’s where his interest was sparked in the stock market.
While working at the refinery, Len began to manage his own 401k and started following the stock markets closely. Eventually, his co-workers learned of this and started coming to him for financial advice. Len became an advisor from 1991 to 2002 while also working at the refinery until he was forced with a tough decision from his broker/dealer. He had to quit working at the refinery or give up his practice. With two young kids he made a tough choice but continued working full time for the refinery.
Len continued to craft his skills and follow the markets offering education and guidance to his co-workers when it came to their 401k’s, pensions, and financial plans.
When his co-workers and friend began to retire, they did not want anyone else managing their money, so Len came back into the financial advisory world in 2011 by joining Warren Street Wealth Advisors.
Len enjoys the outdoors, hiking, working out, and spending time with his children Chelsey and Bryce, along with his wife Danya.
Entries by Len Hanson
With Chevron stock at a 10-year high of $170.90 (as of 03/10/2022), many Chevron employees are wondering if this is the time to sell. In this post, former Chevron employee Len Hanson shares his advice to clients
As a financial planner whose client base is largely made up of Chevron employees and retirees, I can’t tell you how many times I’ve gotten questions about early retirement in the last year. It seems people are enjoying the freedom of working remotely and are interested in at least exploring — if not executing on — their early retirement options.
Rising interest rates have been a hot topic in the financial press, and many of my clients are wondering what the impact will be on their Chevron pension — specifically, their lump sum.
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