Hannah Santa Cruz, CFP®, BFA™
With nearly 15 years of experience in financial services, Hannah Santa Cruz is passionate about helping individuals and families gain clarity and confidence in their financial lives.
As a CFP® professional since 2018, Hannah combines technical expertise with a warm, approachable style to create meaningful, lasting relationships.
Whether preparing for retirement, navigating a life transition, or simply seeking a clearer path forward, she is committed to providing tailored, personalized planning to help her clients make decisions that support their financial peace of mind and help build a strong financial foundation for the future.
Drawing on principals of behavioral finance, Hannah also helps clients navigate the emotional aspect of money, recognizing that financial decisions are often influenced by more than just numbers.
She works closely with each client to understand their values, habits, and concerns, empowering them to make confident, informed choices that align with their unique long-term financial and life goals.
Hannah lives in Missoula, Montana with her husband, their two sons, and their dog. Outside of work, she enjoys reading, creating art, baking, and exploring the natural beauty of western Montana with her family.
contact Hannah
hannah@corepln.com