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.  In 2023 I added the Certified Plan Fiduciary Advisor (CPFA^®) credential to assist business owners design and implement a beneficial retirement plan for themselves and their employees.  Most recently, I earned the Behavioral Financial Advisor (BFA™) designation in an effort to provide better advice through a more in depth understanding of the psychology and neuroscience that can affect us all in financial decision making.

Between my life and career experiences, along with the dedication to furthering my education within the industry I serve to assist the UAG network in complex client cases as well as the challenges of marketing and creating efficiencies for growth as an independent advisor.