James Hanna is a seasoned financial professional with decades of experience helping individuals, businesses, and corporations plan for long-term financial success. Following in his father’s footsteps, James entered the financial services industry with MetLife in 1987, beginning a career dedicated to guiding clients through retirement and wealth planning with care, knowledge, and integrity.
Throughout his career, James has developed extensive experience working with a wide range of clients, with a particularly strong focus on serving public educators. Many of the clients he works with today began their financial journeys with him years ago, a testament to the long-term relationships and trust he has built over time. He uses an educational approach in a manner that is both easy to understand and professional. His commitment to helping clients build, preserve, and distribute their wealth has helped countless families move confidently toward retirement and financial independence.
James holds a Bachelor of Arts. He also maintains a comprehensive set of professional licenses, including FINRA Series 6, Series 7, Series 63, and Series 65 securities licenses with LPL Enterprise, along with a life insurance license. Over the course of his career, he has received numerous awards and recognitions for his professional achievements and dedication to client service.
A California native, James was born and raised in the state and has been married for over 40 years. Family plays a central role in his life, and he greatly enjoys spending time with his three daughters and their families.
Outside of his professional work, James enjoys traveling, especially taking cruises, and exploring new destinations. He is also a fan of attending sporting events and enjoys playing craps for fun. Whether spending time with family and friends or helping clients plan for the future, James brings the same enthusiasm, dedication, and commitment to everything he does.