Brian Hansen

Brian M. Hansen, CPA, CFP®, is a Principal and Private Client Advisor at Rockwood Wealth Management based in the Philadelphia area. In this role, he focuses on providing comprehensive wealth management and strategic tax planning services to high-net-worth individuals and business owners, leveraging his dual credentials in accounting and financial planning. Brian's expertise centers on prudent portfolio management and tax-efficient investment strategies, with a particular focus on multi-asset portfolios for affluent families, business owners, and executives.

Prior to joining Rockwood, Brian served as Director at EisnerAmper and earlier at Horvath & Giacin, Certified Public Accountants, where he gained significant experience advising clients at the intersection of tax, accounting, and investment planning. He also held the position of Chief Financial Officer at a financial technology firm, further broadening his advisory skillset and deepening his understanding of complex financial structures.

Brian holds a Bachelor of Science in Accounting from Bloomsburg University of Pennsylvania and maintains active CPA and CFP® credentials. Noted for his ability to integrate tax-aware strategies with wealth management, he is a recognized member of the Bucks County Estate Planning Council and is committed to fostering long-term client relationships through tailored investment and financial planning solutions.