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Roseville, CA Office

Team
Updated today

Client AUM

$202,016,867

Clients

536

Advisors

2

Of 4 advisors across 3 offices

Location

2271 Lava Ridge Court, Suite 195

Roseville CA 94661

Advisors at this office

2

Advisors at this office

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David Y

Series 63, Series 66

Roseville, CA

Hansen & Associates Financial Group Inc.

David Yelle is a financial advisor at Hansen & Associates Financial Group Inc. in Roseville, CA, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has been with Hansen & Associates Financial Group since 2015. Hansen & Associates Financial Group provides individualized asset management, comprehensive financial planning, and retirement plan consulting to individuals, employer plan sponsors, corporations, and other business entities. The firm employs a top-down Tactical Asset Allocation framework that uses a proprietary algorithm incorporating momentum and risk-parity elements, primarily through exchange-traded funds, and manages approximately $225 million in discretionary assets.

General retirement planning Active portfolio management
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Mark H

CFP®, ChFC®, Series 63

Roseville, CA

Hansen & Associates Financial Group Inc.

Mark Hansen is a CFP® and ChFC® with 34 years of industry experience. He has been with Hansen & Associates Financial Group Inc. since 2013 and has operated his own advisory practice since 2010. Outside of financial advising, he is co-owner of a bakery business with his wife. Hansen & Associates Financial Group provides individualized asset management, comprehensive financial planning, and retirement plan consulting to individuals, employer plan sponsors, corporations, and other business entities. The firm employs a proprietary Tactical Asset Allocation framework that integrates momentum and risk-parity elements, primarily using exchange-traded funds, with portfolios tailored to assigned risk profiles.

General retirement planning Active portfolio management
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