Tim Hanson, CIMA®, CFP®
Title: Certified Investment Management Analyst ®, Certified Financial Planner™
Branch / Location: Cleveland, OH
Tim Hanson has dedicated his career to working closely with clients to help realize their financial goals and objectives with a thoughtful, consultative approach. At Mansour Wealth Management, he is focused on comprehensive financial planning, qualified plan participants, and financial fitness programs for businesses, non-profit organizations, families and individuals.
Beginning his career as a political consultant and fundraiser, Tim came to Mansour Wealth Management with strong economic acumen and a good understanding of interpersonal relationships and how finances affect and motivate people and organizations. Tim earned the Certified Investment Management Analyst® (CIMA®) certification in 2016. This certification is administered by Investments and Wealth Institute® (IWI®) and taught in conjunction with The University of Chicago Booth School of Business. Additionally in 2018, Tim was authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CFP® marks. This designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced. Tim also holds Series 7, 66, and Ohio Life Insurance licenses.
A native of West Michigan, Tim graduated from Northern Arizona University with a Bachelor of Arts degree in International Affairs. With an emphasis in Economics and Spanish Language, he further immersed himself in another culture and economy by completing a portion of his undergraduate degree while living and studying in Alicante, Spain.
Tim is dedicated to bettering both himself and the communities that surround him as an active member, leader, and volunteer in numerous capacities. He currently serves as an Executive Officer of the Board of Trustees for Toledo Opera, Chair of the Toledo Opera Endowment Committee, Officer and Treasurer on the Board of Directors of Motor City Pride, and is a member of Promedica Health System Leadership Advisory Network, Greater Toledo Community Foundation’s (GTCF) Philanthropic Services Committee, and GTCF Spark Initiative Founding Committee Member. Tim aspires to continue to be a force in providing best in class in advising. He is proud to be part of a dynamic team that puts the clients at the center of all decision making.