At a glance
- Discipline
- Financial Planner
- Designations
- CFP®
- Firm
- Open Trail Financial Consultants
- Located
- Santa Rosa
Angelina Hansen
Financial Planner
Open Trail Financial Consultants — Santa Rosa
Practice
I am a Financial Advisor at an independent firm in Santa Rosa with current licenses as a broker and investment advisor with Finra. I offer comprehensive financial planning as well as investment management with our clients. I am a CERTIFIED FINANCIAL PLANNER™ Professional. I also hold an insurance license for life insurance needs and variable annuities. While financial planning with clients, we plan around all areas including estate planning, taxes, retirement planning, insurance, and investment planning. We often work alongside attorneys and tax professionals to meet client needs.
Areas of work
- Analyzing existing life insurance coverage for continuing relevance to the estate plan
- Analyzing proposed transactions for estate and gift tax implications
- Charitable gift planning
- Developing strategies to minimize potential estate and gift taxes
- Developing plans to conserve assets during lifetime and at death
- Proposing life insurance solutions consistent with estate plans
- Retirement distribution planning
- Preparing comprehensive financial plans
At the council
Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.