Meet The Team
With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
Our Team
R. Andrew Hagen, CFP®
Financial Consultant
(315) 425-6360
Andrew Hagen is a CERTIFIED FINANCIAL PLANNER™ professional who has been working with families and business owners since 1996. He has helped his clients identify their financial goals, develop strategies, and choose products that will enable them to meet their objectives.
As a lifelong resident of Upstate New York, my commitment to Syracuse and this community is monumentally important to me. When deciding on a college, I chose to continue my life and education in Syracuse; when choosing a job, I elected to remain in Syracuse; when my wife and I were settling down, we chose to remain in Syracuse. I know Syracuse and I support Syracuse in every way that I can.
Over the years in this industry, I have found that goals change, plans change, and ideas change. My love and knowledge of this community in conjunction with my certifications in FINRA Series 6, 7, 63, and 65 Registrations and my Life and Health Insurance Licenses allow me to do my best to help people every day. In addition to my job and life with my family, I am a mamber of both the Syracuse Opera Board of Directors and the Blessed Sacrament School Parent Teacher Association serving as Secretary and Treasurer, respectively.
While my commitment to my family and community accounts for my personal success, it is my commitment to excellence and to my clients' specific needs which has resulted in my professional success and has helped my clients prepare for their financial future.
I look forward to extending this commitment to you and your financial needs.