Our Team

Larry Hansen is a Financial Advisor and Principal at Capital Planning Advisors, Inc. Larry’s area of focus is working with businesses, and their owners in the areas of Financial, Business, Succession & Estate Planning, Advisory Investment Management, Alternative Investments, Insurance, & both Qualified and Non-Qualified Retirement Plans. Larry has been advising clients since 1991 with past affiliations including Northwestern Mutual Financial Network, and The Todd Organization as an Executive Benefit Consultant to mid-sized to fortune sized companies. 

Larry is a graduate of Biola University, with a B.S. in Business. He is licensed in Life, Health, Long-Term Care, Variable Life and Annuities, and Series 6 (Investment Company Products/Variable Contracts Limited Representative,) Series 63 (Uniform Securities Agent State Law Exam) Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Exam) Securities licenses. 
 
Larry enjoys spending time as a family, dirt biking, water skiing, playing acoustic guitar and singing as a worship leader at church. 
 
Matt Page, CFP®- Matt has over a decade of experience in the financial services industry.  Matt specializes in comprehensive, goal based, financial planning as well as company pension plans.
 
He has his Life, Health, Variable Life and Annuities,  Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Exam) licenses.

Matt has a B.S. in Finance from the University of Oregon.  He is also actively involved in several nonprofits in Sacramento.  Currently, Matt is a member of Sacramento Estate Planning Council.
 
 
 
 
                                      
Holly joined us in 2004 after gaining 18 years of
experience with several financial services firms, including Northwestern Mutual Financial Network, Connecticut Mutual, New England Financial and Penn Mutual. Holly is responsible for client customer service and insurance application coordination, as well as managing our office.  She holds a Life and Health Insurance License and brings over 20 years of financial services industry experience.