Our Qualifications

Richard G. Hanson, president of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement funding, risk management, and the basics of investments and money management. He holds a Securities Series 6 & 63 registration, in addition to a Life, Disability, Variable Contract and Fire & Casualty Insurance License #0630576.

Other qualifications include: Registered Representative with Capital Synergy Partners, Member FINRA/SIPC; 

A graduate of California State University Northridge, Richard resides in San Clemente and has helped hundreds of clients in their efforts to achieve their financial goals and dreams through his sound advice and service. He emphasizes on Long Term Financial Planning utilizing: Mutual Funds; Annuities; Life, Health, and Disability Insurance. Generations Financial and Insurance Services have served South Orange County since 1983.

Spanning Generations