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Personal Choice Financial Advisors
Personal Choice Financial Advisors operates out of a single office in Cincinnati, Ohio, where it has served a local client base since its founding by CEO Chris...
Personal Choice Financial Advisors
Personal Choice Financial Advisors operates out of a single office in Cincinnati, Ohio, where it has served a local client base since its founding by CEO Chris Hansen. The firm holds CFP® professionals, a CPA, and an enrolled agent on staff, signaling a planning-first model built around tax-aware retirement distribution strategies rather than asset gathering.
General information
Firm type
Bank / Wealth / Trust
Year founded
2002
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Cincinnati
Corporate office
4555 Lake Forest Drive, Suite 650, Cincinnati, OH 45242
Principals
Chris Hansen
CEO
Robert Hansen
Lead Financial Advisor
Benjamin Dobler
Director of financial planning
Frequently asked questions
What is Personal Choice Financial Advisors?
Personal Choice Financial Advisors is a bank / wealth / trust headquartered in Cincinnati, United States.
When was Personal Choice Financial Advisors founded?
Personal Choice Financial Advisors was founded in 2002.
Where is Personal Choice Financial Advisors headquartered?
Personal Choice Financial Advisors is headquartered in Cincinnati, United States, in the North America region.
What is Personal Choice Financial Advisors's assets under management?
Personal Choice Financial Advisors reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for Personal Choice Financial Advisors?
Altss maintains an OSINT-verified profile of Personal Choice Financial Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Personal Choice Financial Advisors's website?
Personal Choice Financial Advisors's public website is personalchoicefinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Personal Choice Financial Advisors?
Personal Choice Financial Advisors is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.
How does Altss source intelligence on Personal Choice Financial Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Personal Choice Financial Advisors's Altss profile last updated?
Personal Choice Financial Advisors's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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