Renee A. Hanson

Private Wealth Advisor, Author · Society of Certified Senior Advisors · company speakers →

Renee brings more than 35 years of experience in comprehensive financial planning, with deep expertise in portfolio risk management, income strategies, retirement planning, and insurance solutions. She is the author of the groundbreaking book Finding Your Financial Identity, which introduces a human-centered framework for understanding how personal identity shapes financial behavior. Renee has been a featured speaker at major national and industry events, including the Ameriprise National Conference, RiverSource Regional Conference, Forbes Women’s Summit, Think2Perform Evolve Conference, and MDRT Top of the Table Conference. Her work has earned extensive recognition in the wealth management industry. She was named #1 in Arizona on the Forbes Best‑in‑State Women Wealth Advisors list (2022) and has appeared on the Barron’s Top 1,200 Financial Advisors list (2014–2018, 2020–2025); the Forbes Best‑in‑State Wealth Advisors list (2019–2026); the Forbes Top Women Wealth Advisors list (2020–2025); and the Five Star Wealth Manager list (2013–2025).

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