Lisa Hansen

Professional Licenses & Certifications

California Licensed Professional Fiduciary, #399 (CLPF)
Licensed by the State of California, Professional Fiduciary Bureau
November, 2009

National Certified Guardian (NCG)
Certified by the National Guardianship Association
November, 2009

Professional Affiliations

Professional Fiduciary Association of California (PFAC)
2010 – present

National Guardianship Association (NGA)
2011 – present

Humboldt Del Norte Council on Estate Planning and ElderCare
2011 – present

Formal Education

California State University, Fullerton

Certificate in Professional Fiduciary Management for Trustees
Certificate in Professional Fiduciary Management for Conservators
March, 2010

Humboldt State University

Equivalent of second undergraduate major in Business Administration, Emphasis in Accounting
1998 – 2000

University of Oregon, Eugene
Major in General Science, Emphasis in Environmental Science

Bachelor of Science Degree, 1997

Arcata High School, Class of 1993
Student Body President
Captain, Varsity Basketball Team
Recipient of “Blanket A Award” (top graduating female senior in academics, athletics, leadership, and citizenship)


Lisa K. Hansen, Professional Trustee & Executor – Eureka, CA
Fiduciary Services
December 2009 – September 2013

Hunter, Hunter & Hunt, CPA’s – Eureka, CA
Fiduciary Accountant & Fiduciary Tax Preparer
November 2009 – August 2011

Lisa K. Hansen, Eldercare Financial Services – Bayside, CA
Daily Money Management (part-time)
September 2008 – December 2009

Winzler & Kelly, Consulting Engineers – Eureka, CA
Contract Coordinator & Risk Management Educator
May 2007 – June 2008

Hank’s Coffeehouse & General Store, Inc. – Bayside, CA
Founder, President, CEO
January 2004 – April 2007

Aalfs, Evans & Co., CPA’s – Eureka, CA
Staff Accountant, Tax Preparer, & Auditor
January 2000 – December 2003

Plaza Design – Arcata, CA
Finance Manager
January 1999 – December 1999

AmeriCorps – Division of Redding, CA
Environmental Educator, Primary Grade Level
1997/98 Academic Year

Community Activities

Arcata Bottom 4-H Club
Adult Leader, Club Treasurer Support
2014/15, 2015/16

Arcata High School
Site Council Member
2022/23, 2023/24

Arcata High School
Athletic Advisory Committee

Bayside Grange
Member, Board of Directors
2004 – 2006

City of Arcata, Department of Recreation
Youth Basketball Team Sponsor
Youth Basketball Coach
5th/6th grade girls, 2013; 3rd/4th grade boys, 2015

Humboldt County 4-H Management Team, University of California Extension Treasurer
2014/15, 2015/16

Humboldt Del Norte Council on Estate Planning and Elder Care Planning Committee
2017 – present

Jacoby Creek Children’s Education Foundation
Business Sponsor
2012-13, 2017-18

Jacoby Creek School
Weekly Classroom Volunteer
2006/07, 2008/09, 2009/10, 2011/12
6th Grade Girls Basketball Team Manager
Member, Athletic Program Advisory Committee
2013 – 2018

Rotary Club of Arcata
Rotary Club Co-Treasurer
Chair, Senior Citizen Thanksgiving Luncheon
Chair, Third Grade Student Dictionary Project
Chair, Arcata High School Interact Service Club
Chair, Club Holiday Party
2002 – 2009

Speaking Engagements

Humboldt-Del Norte Estate Planning & Elder Care Council
Presenter, “Avoiding Fiduciary Pitfalls of Trust Administration”
September 2011
Presenter, “Estate Planning in Action, From the Fiduciary Perspective”
May 2014
Presenter, “Don’t Shoot Yourself in the Foot – CA Gun Law & Estate Planning”
November, 2018
Presenter, “Forms that Function – Drafting Recommendations from the Trenches”
November 2019

Humboldt State University, Business Department, Entrepreneurial Class
Presenter, “An Autobiography of My Business Ventures”
April 2010
Leave A Legacy – Women, Wealth & Wisdom Conference
Presenter, “Diffusing the Minefield of Family Dynamics”
May 2017

Moving to Mastery – Special Needs Planning Symposium, Napa, CA
Co-Presenter, “Complying with the SNT Trustee’s Reporting, Record Keeping, & Accounting Duties”
February, 2023

Professional Fiduciary Association of California
Presenter, “Forms that Function – Drafting Recommendations from the Trenches”
April 2021 Webinar

Personal & Professional References

Scott Hunt, CPA/ABV
Managing Partner, Hunter, Hunter, & Hunt

Angela Petrusha, Esquire
Owner, Petrusha Law

Ginger Weber, CFP, Financial Advisor
President, Premier Financial Group

Scott Pesch, Real Estate Broker
Owner, Coldwell Banker Commercial Pacific Partners Real Estate

Julie Fulkerson
Founder, Plaza Design
Former Supervisor, Humboldt County
Former Mayor, Arcata & Trinidad, CA