John Hagensen

Wealth Manager - National Radio Host - Author

Role
Partner & Managing Director at Creative Planning
Location
Phoenix, AZ, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About John Hagensen

I serve as a Partner and Managing Director at Creative Planning, LLC, a nationally…

Experience

  1. Partner & Managing Director

    Creative Planning

    Mar 2022 — Present · Gilbert, AZ, US

    I live where life meets money.

Education

  • Corban University

    Bachelor of Science - BS, Biblical Studies

    2002 — 2005

  • Stanford University

    Professional Certification - Strategic Decision and Risk Management

    2016 — 2017

  • Institute of Business & Finance

    Master of Science - MS, Personal Finance

    2014 — 2016

  • Aviator College of Aeronautical Science & Technology

    Professional Aviation

    2005 — 2006

Skills

  • Multi-Generational Wealth Transfer
  • Investments
  • Wealth Management
  • Financial Planning
  • Small Business
  • Strategic Financial Planning
  • Investment Strategies
  • 401k Rollovers
  • Retirement Planning
  • Asset Protection
  • Team Building
  • Estate Planning
  • Asset Management
  • Wealth Accumulation
  • Portfolio Management
  • Behavioral Finance
  • Asset Allocation
  • Real Estate Economics
  • Alternative Investments
  • Investment Advisory
  • Quantitative Investing
  • Tax Reduction
  • Finance
  • Income Protection

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