Hans Kronsbein, CFP®, CPWA® Relationship Manager, has been providing investment strategy and wealth management services for the past nine years. He is often asked to speak at industry conferences about topics relating to asset management, allocation and investment strategy. Hans works closely with wealthy families to advise on the planning and managing of their financial goals as it relates to personal passions, business matters, and family commitments. His specialties include portfolio construction, performance reporting and wealth transfer techniques.
Hans received his Bachelor’s degree from Michigan State University, is a Certified Financial Planner, and an affiliate of the Columbus Estate Planning Council.
Investment Management Consultants Association is the owner of the certification mark “CIMA®” and “CPWA®,” the service marks “Certified Investment Management AnalystSM,” “Certified Private Wealth AdvisorSM,” “Investment Management Consultants AssociationSM,” and “IMCA®.” Use signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for certification.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.