Generations Financial Insurance Services, located in San Clemente, CA, is a reputable firm that has been serving the South Orange County community since 1983. Led by first-generation financial professional Richard G. Hanson, the firm specializes in long-term financial planning, offering services such as mutual funds, annuities, life insurance, health insurance, and disability insurance. With Richard's extensive experience and qualifications, including a Securities Series 6 63 registration and various insurance licenses, Generations Financial has helped numerous clients achieve their financial goals and dreams.
In 2016, second-generation financial professional Andrew R. Hanson joined Generations Financial, bringing a fresh perspective and expertise in client relations and long-term financial planning concepts. Andrew, a graduate of Menlo College, has developed innovative strategies such as the My Legacy Formula and conducts seminars for local communities in the southwest region. With a focus on client development and non-profit workshops, Generations Financial continues to provide sound advice and service to its clients, spanning multiple generations.
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