Matt Hansen, CFP®, CEPA® in

Matt Hansen, CFP®, CEPA®

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Executive Director, Financial Advisor at Morgan Stanley
📍 San Diego, California, United States

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.

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Experience
23 Years
Current Role
Executive Director, Financial Advisor
Job Level
Senior
Location
San Diego, California, United States
Personality Overview

How Matt shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Matt cares 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.
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Career

Work history

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

Media appearances

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Education
1997 - 2002
Finance
Southern Utah University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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