Jesse Hansford, CFP®, CPFA®
Building Solid Financial Plans for Your Family’s Future
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Building Solid Financial Plans for Your Family’s Future
Areas of Focus
- Employee Benefits
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Jesse Hansford, CFP®, CPFA®
Hi, I'm Jesse Hansford. I have lived in Ohio, Arkansas, Texas, & Illinois but am proud to call myself a South Carolinian. I moved to the Upstate in 2007 from the Chicago-land area; I am a transplant, but I’ve started my financial planning & wealth career, co-founded Professional Planning & Wealth and started a family here in Upstate South Carolina – so I claim it as home! Between 2008 and 2015 my wife, Angela, and I were blessed with three amazing boys, who are rapidly growing into incredible young men.My Wealth Management career began in October of 2007, so my introduction to advising clients was in the teeth of the Global Financial Crisis. That time left an indelible mark on my desire to help clients (families and organizations) appropriately balance their capacity and tolerance for
risk against their need for the growth and longevity of their invested assets. The importance of managing risk to meet long-term financial goals led me to earn my CERTIFIED FINANCIAL PLANNER™ Professional designation in 2015.
With the privilege of serving mass affluent to high-net-worth professionals and business owners, I can help to plan and manage through the challenges of answering the big financial questions and alleviating the big money concerns of an unknown future.
Relatability Factors:
▪️ Single Income Household
My wife homeschools our boys. She works incredibly long hours, but the pay is lousy! Budgeting is critical.
▪️ Rental Property Owner
Not all worthwhile investments are made on the New York Stock Exchange
▪️ Business Owner
No career back-up plan. I understand the challenges and opportunities unique to entrepreneurs.
More About Me:
▪️ United States Army, 2002-2005
▪️ Loaves & Fishes of Greenville (Food Rescue Non-Profit Organization) Treasurer 2018-2022, Board Member 2017 -2024
Professional Designations
- Behavioral Financial Advisor (BFA)
- CERTIFIED FINANCIAL PLANNER ®
- Certified Plan Fiduciary Advisor (CPFA)
Primary Location
242 S. Pleasantburg Drive, Greenville, SC 29607
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Professional Planning & Wealth
You want a financial planner that will work closely with you and help you achieve your financial goals. Professional Planning and Wealth will advise you through your important financial decisions, and so much more, while delivering high-quality service.Your Interests and Needs Always Come First
Whether we’re discussing wealth management or helping you determine the best retirement plan, your needs will always come first. Pulling together and implementing the financial initiatives that are important to you provide the foundation for wealth enrichment and financial confidence.
Fiduciary Level Financial Management Services
✔️ Financial Planning
Our team will work with you to create a roadmap towards full financial confidence.
✔️ Family Wealth
Together we will figure out the best options to support your family’s wealth management.
✔️ Corporate Retirement Plans
Gain confidence in your company’s retirement initiatives and fiduciary obligations.
Why Choose Professional Planning and Wealth
We work closely with our clients to build relationships, build solid financial plans, advise through important financial decisions, and deliver high-quality service while never forgetting the focus of our relationship together: for your wealth to bring enrichment, confidence, meaning, and satisfaction to the people and initiatives that are important to you.
Advisory Services offered through Osaic Advisory Services, LLC, a registered investment advisor. Securities offered through Osaic Wealth, LLC, Member FINRA/SIPC. Professional Planning & Wealth and Osaic are not affiliated.
Education
University of Illinois at Chicago, Bachelor of Science, Business Administration and Management, General
Hobbies and Interests
- Family
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Military
- Veterans
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
A Custom Catered Approach to Financial Management
Working with Chris and Jesse has been one of the best professional relationships in my life. They're fun and interesting, and every time I've seen anyone on the team they have always treated me like family. I mostly interact with Jesse, however, Chris, Kim, and Kelly are absolutely wonderful too and always take the time to greet me by name.
Quality and Trust
I couldn't be happier with Professional Planning & Wealth. I was referred to them by several people in the industry because I was looking for someone who was good and would put my financial interests first. The insight they regularly provide via newsletters and YouTube channel has been incredible. It is comforting to know my investments are being actively looked after by such wonderful and capable people. I highly recommend and thank them for their services!
Wealth Management Review
Over the years Chris and Jesse have built trust with me and my family and have delivered measurable results. They have worked with me to understand both my family needs and financial goals/risk tolerance at any point in my financial "life". Their communication plan includes easy to understand language with regularly scheduled meetings to review portfolio and personal status and to revise our plan as changes dictate. I feel fortunate to have made their acquaintance at a critical point in my career.
Smooth path to retire
Jesse is professional & knowledgeable and has wisely guided so many of our investment strategies. He is quite intelligent yet humble.
Honest Upfront and Knowledgeable
Jessie has always been competent and able to answer our questions. We consider our investment group to be second to none. Professional Trustworthy Honest
Professional services review
PP &W is composed of true professionals who are market savvy wealth managers dedicated to protecting and growing client assets. This high IQ organization delivers stellar results with risk mitigation imbedded. For individuals and institutions, PP&W is client focused; delivers excellent results and excel in customer service and attention to detail.
Peace of Mind
In any profession the best person anyone can hope to deal with is a person who is both highly qualified and a genuinely good person. Jesse Hansford is both. It has been a pleasure dealing with Jesse all these years. I always look forward to talking with him on the phone and watching the YouTube videos he and Chris make regularly for their clients. I have learned so much from these over the years, but the most important thing I've learned is that my investments are in the right hands. I can't thank Jesse enough for this peace of mind. Thanks to everyone at PP&W.
Exceptional Advisor Who Truly Cares About Your Goals
Jesse is awesome! He really takes the time to get to know you and what you want out of your finances. Every meeting feels personal and he explains everything clearly so that it’s easy to understand. It’s nice working with someone who truly cares and doesn’t just treat you like another client. Highly recommend!
Thankful
We are very thankful that PP&W was recommended to us while I was settling my mother's estate. With much patience and support, Chris, Kim, and Kelly helped me through months of tracking down and transferring many accounts. They have continued to manage our account in a way that gives us peace of mind and allows us to enjoy our retirement years. They, and Jesse, have our complete confidence.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
