Five Star award winner Mary Hanson, MBA CFP®

PROFESSIONAL PROFILE

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Mary Hanson, MBA CFP^®

Certified Financial Planner

Blue Dot Wealth Management

3478 Buskirk Ave Ste 1000

Pleasant Hill, CA 94523

Office: 925-746-7191

Cell: 925-785-1415

mary@bluedotwealthmanagement.com
www.bluedotwealthmanagement.com

Professional Approach

Mary Hanson is a Financial Advisor and CFP, with Blue Dot Wealth Management. The firm is a multi-state ensemble group of advisors; Mary handles the CA locations in San Ramon and Pleasant Hill. Mary's background includes 8 years in corporate project management, and 17 years as a residential Realtor in the East Bay Area. Her financial services career began in 2004 when she joined MetLife as a Registered Representative. She achieved certification as a CFP® professional in 2009, and transitioned to the world of independent financial planning in 2010. She worked as a solo advisor office, from 2013 until joining Blue Dot in June 2023.

Mary assists her clients with financial planning and investment management. Her business philosophy is to understand them fully. This includes learning about their lifestyle, current financial situation, personal and family challenges, short and long-term goals, and dreams. This allows her to guide them in making good financial decisions, as they work toward a more secure financial future. She is also an “educator,” helping her clients to understand the products, services, and financial choices that are available to them. Mary is known for her ability to communicate complicated financial concepts in a clear, concise, and easy-to-understand fashion.

Mary’s educational background includes a Bachelors in Business from Sacramento State University, an MBA in Finance from Golden Gate University, and a CFP® Certificate from Boston College. Mary is very involved in community and charitable activities, which include the San Ramon Chamber of Commerce BOD, ministry work at Walnut Creek Presbyterian Church, and serving in other community activities.

Check out the background of this investment professional on FINRA’S BrokerCheck site:
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This award was issued on 10/1/24 by Five Star Professional (FSP) for the time period 1/9/24 through 8/9/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1567 San Francisco East Bay-area wealth managers were considered for the award; 85 (5% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 1,291, 87, 7%, 10/1/23, 1/9/23 - 7/31/23; 2022: 1155, 90, 8%, 10/1/22, 1/17/22 - 7/15/22; 2021: 1413, 89, 6%, 10/1/21, 12/28/20 - 7/30/21; 2020: 1260, 88, 7%, 10/1/20, 1/13/20 - 8/7/20; 2019: 1340, 104, 8%, 10/1/19, 12/31/18 - 8/9/19; 2018: 1397, 113, 8%, 10/1/18, 1/16/18 - 8/10/18; 2017: 1049, 95, 9%, 10/1/17, 1/13/17 - 7/28/17; 2016: 948, 182, 19%, 9/1/16, 2/24/16 - 8/22/16; 2015: 2261, 183, 8%, 10/1/15, 3/5/15 - 7/31/15; 2014: 4527, 204, 5%, 10/1/14, 3/5/13 - 7/31/13; 2013: 858, 195, 23%, 10/1/13, 3/5/12 - 7/31/12; 2012: 1145, 233, 20%, 10/1/12, 3/5/11 - 7/31/11.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, and Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Blue Dot Wealth Managment and and Cambridge Investment Research, Inc. are not affiliated.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.