Matt Hansen, CFP®, CEPA®

Examiner
DISC Type : cs

Executive Director, Financial Advisor at Morgan Stanley

San Diego, California, United States

Overview

Matt Hansen is an Executive Director and Financial Advisor at Morgan Stanley with over two decades of experience in wealth management. A graduate of Southern Utah University, he holds both CFP® and CEPA® certifications, specializing in advising entrepreneurs on growth, mergers, and exit strategies.

Outside of his professional life, Matt resides in the Rancho Santa Fe, California area with his wife and three children.

Unique fact: Matt is involved with the NEXGEN Impact Program, a donor-advised fund platform that supports high-impact nonprofit initiatives.

Personality Overview

Tough To Convince

Status Quo Seeker

Unexpressive

They are quite aware of their needs and limitations, so they are unlikely to over-promise.  They are thorough and always follow a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Entrepreneurial Wealth
Focuses on helping business owners align their personal financial plans with their business strategies, from growth phases through to sale or merger.
Exit & Liquidity Planning
As a Certified Exit Planning Advisor (CEPA®), he specializes in creating strategies for business owners planning for liquidity events and transitions.
AI Adoption
He has recently shared content focused on monitoring AI's impact on productivity gains and corporate investment in workforce upskilling.

Media Appearances

Matt has no verified media appearances

Work History

1-2025
Executive Director, Financial Advisor at Morgan Stanley
7-2015 - 1-2025
Senior Vice President - Wealth Management, USA at UBS
4-2004 - 7-2015
Executive Vice President at Private Wealth Mgmt/RIA
10-2002 - 4-2004
Operational Accountant at LPL Financial

Education

1997 - 2002
Finance from Southern Utah University

More Information

Social Presence :

Prographics :

Exp : 23 Location : San Diego, California, United States Job Level : Senior Designation : Executive Director, Financial Advisor at Morgan Stanley
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Insights For Selling To Matt

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matt is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Matt

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Matt move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Matt take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Matt

Personality Compatibility


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