Financial Advisor Profile

Ross Hansen, CFP®

Financial Advisor, SDCCU Investment Services - CA Insurance LIC# 0E92358

About Me

As a Certified Financial Planner with over 25 years of experience in the financial services industry, I have had the privilege of helping individuals and families navigate their financial journeys and work toward the futures they envision. After spending a large part of my career working for larger investment firms, I was drawn to the community feel that SDCCU offers and subsequently joined the team in 2026.

I enjoy the outdoors and in my spare time I can be found on the golf course, barreling down a mountain bike trail, skiing, or just relaxing at the beach. My two children are a great source of pride and watching them become young adults has been the joy of my life.

What Makes Me Different

I believe money is more than a number, it is a tool that can help people pursue their dreams, protect the people they love, and create opportunities for the future. My approach is centered on getting to know each client personally, understanding what matters most to them, and providing guidance they can understand. Financial planning doesn't have to be complicated or overwhelming. My goal is to simplify the process, provide clear information, and help clients make informed decisions at every stage of life. Whether you are preparing for retirement, building wealth, protecting your family, or simply looking for greater clarity about your financial future, I am passionate about helping you develop a strategy designed around your unique goals.

Education & Professional Certifications

• Bachelor of Science in Professional Studies/Financial Analysis from Boston University
• Certified Financial Planner™ practitioner
• NASD Series 7, 63 & 65
• CA Insurance #0E92358

Branches Served

Carlsbad and San Marcos

Services Include

Comprehensive Financial Planning
Wealth Management

Services Include

Comprehensive Financial Planning
Wealth Management

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. San Diego County Credit Union and SDCCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SDCCU Investment Services, and may also be employees of San Diego County Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Diego County Credit Union or SDCCU Investment Services. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (Depends on Advisor(s) Registration* AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, NC, NJ, NM, NY, OH, OK, PA, SC, TX, VA, VT and WA. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. LPL Financial Form CLS.