Hansen & Associates Financial Group

Hansen & Associates Financial Group

Founded by Mark Hansen, a Sacramento native who holds the CFP® and ChFC designations, the firm has operated for over three decades from the Greater Sacramento Region, serving clients across California and out-of-state. Hansen built the practice around what it describes as a needs-based, high-touch wealth management model paired with insurance licensing — life, disability, long-term care, and health — that lets the team integrate risk management directly alongside asset allocation. Hansen’s investment engine is an internally developed tactical asset allocation system designed to react to market conditions by rotating among momentum and risk-parity signals. The firm fields three core portfolio strategies: a Dynamic Opportunity Multi-Asset Strategy that selects top Nasdaq 100 and S&P 500 stocks plus multi-asset ETFs including commodities and precious metals; an all-equity Dynamic All-Equity Strategy using relative-strength screening on large-cap stocks; and a Tactical Fixed Income Allocation that rotates across fixed-income sectors. Portfolio Manager David C. Yelle, a former exchange-floor trading specialist and hedge-fund trader with experience at a large multinational bank, leads the construction of these strategies, applying hedging concepts drawn from his earlier work designing portfolio-insurance products for institutional portfolios. The firm licenses its tactical models to other investment advisors as a third-party manager, creating a hybrid structure in which the same intellectual property serves both end clients and advisor counterparts. Mark Hansen leads an advisory team based in California, while Wally Darling — Managing Partner of Lakewood Hills Investments, LLC, a Colorado financial planning firm operating since 2008 — acts as a principal on the Hansen platform, extending geographic reach into the Rocky Mountain region. The firm has not published total advisory headcount, total regulatory assets under management, or aggregate deployment figures in its self-hosted materials, making standard institutional sizing impractical. In a recent professional marker, Hansen joined other financial-industry contributors as an author in the second-series edition of the book “Financially Empowered,” signaling continued engagement in practitioner education. Hansen & Associates operates as a hybrid: it is simultaneously a direct-to-client wealth management and financial planning practice and a third-party asset manager whose proprietary tactical strategies are available to other RIAs. This dual-track design — one side relationship-driven planning, the other side quantitative strategy licensing — separates the firm from typical single-channel wealth managers and creates a distinct economics structure where strategy-licensing revenue supplements advisory fees.