CA Insurance Lic. #0B44035
As a financial consultant for over 25 years, Hansen Champlin has spent the past 20 years helping UNIFY Financial Federal Credit Union members. Hansen is committed to the credit union philosophy of always putting credit union members’ needs first.
He enjoys close relationships with clients as he helps them choose the most suitable financial strategies to work towards meeting their individual goals. Hansen believes that each client has the ability to make their own financial decisions; they just need guidance and reliable information to make informed decisions. “It is my responsibility to offer support and be a trusted resource.”
Hansen has been located at the credit union since 2002 and also serves as the department Program Manager.
As a sought after public speaker, Hansen travels the country providing educational seminars for credit union members and employee groups of the Credit Union.
As a native Californian, Hansen spends his spare time as a volunteer football coach, charitable volunteer, and camping with his wife Elizabeth and pet Labrador Roscoe.
Professional Services & Products:
- Retirement Planning
- Investment Portfolio Analysis
- Wealth Transfer
- IRAs and Roth IRAs
- 401(k) and IRA Distribution Planning Services
- Mutual Funds
- Tax Advantaged Investing
- College/Education Funding
- Life, Disability and Long-Term Care Insurance
- Asset Allocation