Sean Hanson, CFP®, CRPC™, APMA™

• Advisor, Personal Office^®
• 415.978.2061
• sean.hanson@northrockpartners.com

With 15 years of experience in personal financial services, Sean Hanson, CFP^®, provides comprehensive financial planning and investment management to professionals in the tech and financial industries. Based in NorthRock’s San Francisco office, he specializes in guiding clients through major life transitions, including career changes, retirement, stock compensation decisions, estate planning, and wealth transfer. Sean is committed to delivering personalized, strategic advice that helps clients navigate financial complexities with clarity and confidence.

As a Certified Financial Planner^® practitioner, Sean has deep expertise in investment portfolio analysis, stock compensation strategies (RSUs & stock options), concentrated stock management, income tax planning, and estate planning. His approach focuses on understanding each client’s unique financial landscape before developing tailored solutions that align with their goals.

Sean and his team have been recognized as a Forbes Best-In-State Wealth Management Team (2023), a testament to their dedication to exceptional client service, strategic financial planning, and investment management. Working alongside NorthRock’s specialized teams, Sean ensures clients receive a comprehensive, integrated approach to managing and growing their wealth.

Professional Designations and Associations