Devin Hanson is the Director of Financial Planning at Vintage Wealth Advisors where she is responsible for developing comprehensive financial plans for existing and new clients. Devin will meet with clients, establish goals, do a in depth review of the current financials, make recommendations and walk you through the process of implementing those recommendations. She will look at the entire financial picture and give you the steps to live your life how you want.
Education: Devin is a CFP® professional, A CERTIFIED FINANCIAL PLANNER™ is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement planning. Owned and awarded by the Certified Financial Planning Board of Standards, Inc. the designation is awarded to individuals who successfully complete the CFP Board’s rigorous exam, have a college degree, complete a College Level Financial Planning Course and have passed background checks and continue ongoing annual education programs to sustain their skills and certification. Devin earned her Bachelor of Arts degree with a major in Sociology from the University of California, Santa Barbara. Devin Completed her Certificate in Financial Planning from Pepperdine University, Devin has her Series 7 with LPL Financial and her Series 66 with LPL Financial and Financial Advocates Investment Management. She also has her California Insurance License #0K96003.
Interests: Outside of the office, Devin is incredibly involved with multiple community service organizations. She has been an active member of and volunteered with the American Cancer Society, community resources for children, the Leukemia and Lymphoma Society, and the California veterans Pathway Home Project. She is a Napa native and enjoys going to the beach, hiking and visiting the beautiful wineries in the region.
Most people don’t plan to fail; they fail to plan. –John L. Beckley