Hansen/Pierce Wealth Management Group

 
 
 
HANSEN/PIERCE WEALTH MANAGEMENT GROUP EDGE

 

The members of Hansen/Pierce Wealth Management Group have combined experience of over seven decades. In addition, they believe in-depth financial education is a necessary supplement to years of experience. That is why they enrolled in and completed demanding MBA programs at the University of Southern California and the University of California, Irvine. Their view is that the graduate-level education provided by these business schools enhances the ability to serve clients' interests in areas such as fundamental stock analysis, fixed income analysis, and portfolio management. 

 

Kenneth E. Hansen, CFA, MBA, AIF®

Kenneth E. Hansen, CFA, MBA, AIF®, is a Vice President/Investments at Stifel and has been a financial advisor since 1985. In 1993, he earned a Master of Business Administration from the Marshall School of Business at the University of Southern California. Upon graduation, he was inducted into Beta Gamma Sigma, the international honor society serving business programs accredited by AACSB International – the Association to Advance Collegiate Schools of Business. Membership in Beta Gamma Sigma is the highest recognition a business student can achieve in a business program accredited by AACSB International.

Ken subsequently studied for and obtained the Chartered Financial Analyst® (CFA®) designation, the result of a three-year course of study that provides the tools for an enhanced understanding of complex investment products and services. He is a member of the CFA Institute and the CFA Society of Orange County. 

Before moving to Stifel's Irvine office, Ken was the Branch Manager of the A.G. Edwards office in Laguna Beach. He worked in Laguna for over 25 years and has formed long-lasting relationships in the community. He is a sponsor of Laguna Plein Air Painters Association (LPAPA), a non-profit organization fostering art appreciation in Laguna Beach, Laguna Beach Rotary Club, and Boys and Girls Club of Laguna Beach.

Ken is a veteran and former Captain in the United States Marine Corps. He is an avid pilot with ratings in Learjet, Citation, and Cirrus aircraft. His love of flying allows him to personally meet with clients anywhere in the U.S. When he's not flying to meet clients, he donates his time to Angel Flight West, an organization providing free flights for people in need.

Ken lives in Irvine with his wife, artist jd Hansen, and their goldendoodle, Higgs.

 

                                                                                                           

Jeffrey A. Pierce, MBA, AIF®

Jeffrey A. Pierce, MBA, AIF®, is Vice President/Investments at Stifel. Jeff has been a financial advisor for nearly 40 years. He began his career in 1980 with San Francisco-based Sutro & Co. in the Los Angeles office. Since that time, he worked for both national wire house and small boutique firms. In 1990, he joined the Laguna Beach office of A.G. Edwards, where he met Ken Hansen, with whom he developed a quarter-century friendship that led to the formation of the Hansen/Pierce Wealth Management Group. Today, their client-centric practice focuses on high-net-worth individuals and small foundations. Jeff is on the Board of Directors of the Laguna Plein Air Painters Association (LPAPA).  Together, they are sponsors of local organizations including the Laguna Plein Air Painters Association (LPAPA), Boys and Girls Club of Laguna Beach, Laguna Beach Rotary Club, and Angel Flight West.

Jeff and Ken teach a course covering the writings of Warren Buffett in the Osher Life Long Learning Institute (OLLI) program at California State University, Fullerton, and the University of California, Irvine. The course examines the investment methodology presented in Mr. Buffett's annual letter to Berkshire Hathaway shareholders. Additionally, Jeff offers a brief synopsis of the course as a guest speaker to professional, civic, and trade groups throughout Southern California. 

He holds a Bachelor of Science degree in Political Science from Arizona State University and a Master of Business Administration from the Paul Merage School of Business at the University of California, Irvine.

Jeff is licensed by the California Department of Insurance.  His license number is 0A27639.

 

 

Kathryn M. Lardie

Kathryn M. Lardie is a Client Service Associate with Hansen/Pierce Wealth Management Group. She has been a trusted member of the group for over 20 years. She handles all facets of the new account opening process including client information, beneficiary designations, and trustee certification. Additionally, she prepares Stifel Performance Reporting for quarterly reviews and schedules client meetings and presentations. During tax season, she is proficient in assisting clients and their accountants with required document preparation.

Kathy is a long-time Laguna Beach resident and former administrative assistant in the Laguna Beach office of Lingo Real Estate, (now Berkshire Hathaway Home Services California Properties). She attended Central Michigan University in Mt. Pleasant, Michigan. Her hobbies include yoga and spin.