Isaac Hansen, AIF®
President
Direct: +1 858 294 1941
Office: +1 888 322 5881
Email: isaac@sunsetcliffscapital.com
Isaac is committed to helping his self-employed and small business owner clients make the most of their hard work. He spends the time needed educating his clients on the many tools that are available to manage their taxes and build assets to pursue their financial goals. He enjoys working through the unique challenges and opportunities that exist for entrepreneurs. Doing effective work for a business owner often means teaming with other professionals such as CPA’s, and Isaac embraces this collaborative approach.
Many advisors simply avoid having clients who ask to many questions, but Isaac believes that educating his clients is really when the magic happens. He embraces clients who have question and enjoys answering them.
As a child growing up in Minnesota, Isaac was interested in investing and always knew this was the industry for him. In 2005, he left the cold and moved to San Diego, and began his work in the industry. While he thoroughly enjoyed helping clients with their individual investments, he quickly realized that many of them were very uneducated about the retirement plans they were utilizing through their employer. Since Employer plans such as 401ks are the most significant savings tools used by many, he decided to focus his practice in this area. In 2015 Isaac was named by the Financial Times as one of the top 401k advisors in the US….one of the few advisors recognized who focused on the small employer market.
“I am passionate about educating anyone with an entrepreneurial spirit about how to use the tools available to help reduce taxes and work toward long term financial success.”
Check the background of this investment professional on FINRA's BrokerCheck
+1 888 322 5881
info@sunsetcliffscapital.com
1635 Rosecrans Street, Suite B
San Diego, CA 92106