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Robert H

Series 63, Series 65

Herriman, UT

Vantage Point Investments, Inc.

Robert Hansen is a financial advisor with Vantage Point Investments, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Vantage Point Investments since 2013 and previously at Sprout Financial LLC and Prosper Wealth Solutions. Outside of his advisory role, Hansen is an associated person with Managed Account Research Inc., focusing on managed futures, commodities, and options, and also works as an independent insurance agent selling fixed life contracts. Vantage Point Investments is a fee-based registered investment adviser serving individuals, families, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers ongoing portfolio management and financial planning services, emphasizing individualized portfolio construction and diversified investment strategies that include ETFs, mutual funds, individual securities, and limited options strategies.

Options & derivatives strategies Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet)
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Matthew H

Series 66

Herriman, UT

Vantage Point Investments, Inc.

Matthew Hess is a financial advisor at Vantage Point Investments, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Vantage Point Investments since 2014, following a two-year tenure at Sprout Financial LLC. Outside of advising, he is involved in custom furniture and woodworking projects and offers business consulting services related to structure, valuation, and pricing. Vantage Point Investments is a fee-based registered investment adviser serving individuals, families, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides ongoing portfolio management and project- or hourly-based financial planning, emphasizing individualized portfolio construction and diversified strategies including ETFs, mutual funds, individual securities, and limited options strategies.

Options & derivatives strategies Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet)
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