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Kathleen Hansen

Kathleen Hansen

Kathleen Hansen specializes in conceptual financial planning, including tax, investment, risk management, retirement, and estate planning. Prior to working in the financial services industry, she was a buyer for Buffum’s department stores in the 1970s and early 1980s, buying manufactured products based on commodity prices. That activity spawned her interest in investing and led her to obtain an MBA in 1982 with an emphasis in finance and accounting. Additionally, she attended San Diego State University and graduated from California State University, Long Beach, with her bachelor’s degree in home economics in 1975. She is the President and majority owner of Financial Planning Dept., Inc., a registered investment advisory firm (RIA). Kathleen is also registered with Girard Securities, Inc., a broker-dealer. She has held an industry securities registration for over 32 years.

Additionally, Kathleen is an IRS Enrolled Agent (EA) for client representation regarding tax matters and a
member of the Financial Planning Association. In 1987, she earned the designation Certified Financial Planner.

A generous supporter of CSULB, Kathleen is a member of the Carillon Society, Legacy Society, and Women and Philanthropy. She served on the CSULB Alumni Association Executive Board as President and the Community Partners Council. Since joining the Alumni Association Board in 2010, Kathleen has served in several officer roles, including Vice President, President-Elect, and President. She comes from a Beach family. Graduates include her twin sister, brother, brother-in-law and sister-in-law.

Profession:
President, Financial Planning Department Inc.

Education:
BS, 1975, Home Economics, College of Health and Human Services, CSULB
MBA, 1982, College of Business Administration, CSULB