Wm. Jason Hagerman
About Wm. Jason Hagerman
Wm. Jason Hagerman Senior Partner at Wealth Management Firm
Wm. Jason Hagerman serves as a Senior Partner and Wealth Manager. In his role, he provides strategic financial planning and wealth management services. His duties include overseeing investment strategies, advising on retirement plans, and guiding clients through financial planning processes. His insights help shape the financial futures of his clients.
Wm. Jason Hagerman Certified Financial Planner (CFP)
As a Certified Financial Planner (CFP), Wm. Jason Hagerman holds one of the most reputable credentials in the financial planning industry. This certification requires passing comprehensive exams and adhering to ethical and educational standards. His expertise in various aspects of personal finance, from investment to tax planning, ensures his clients receive thorough and reliable financial advice.
Wm. Jason Hagerman Certified Exit Planning Advisor (CEPA)
Wm. Jason Hagerman is also a Certified Exit Planning Advisor (CEPA). With this certification, he assists business owners in developing strategic plans for exiting their businesses. The CEPA designation equips him with specialized knowledge to help clients maximize the value of their business and achieve a successful transition, whether through sale, succession, or other exit strategies.
Wm. Jason Hagerman Accredited Investment Fiduciary (AIF)
Holding the title of Accredited Investment Fiduciary (AIF), Wm. Jason Hagerman is recognized for his knowledge and competency in fiduciary responsibility and investment management. This accreditation signifies that he adheres to a high standard of care and suits the best interests of his clients when managing their assets. It reinforces his ability to develop prudent investment processes and provide objective investment advice.
Wm. Jason Hagerman Certified Plan Fiduciary Advisor (CPFA)
Wm. Jason Hagerman's certification as a Certified Plan Fiduciary Advisor (CPFA) highlights his expertise in retirement plan consulting. A CPFA designation indicates proficiency in managing and supporting employer-sponsored retirement plans. He leverages this expertise to help plan sponsors execute their fiduciary duties effectively and improve retirement outcomes for plan participants.
Wm. Jason Hagerman Certification in Long-Term Care (CLTC)
Wm. Jason Hagerman has earned a Certification in Long-Term Care (CLTC). This certification underscores his ability to provide sound advice on long-term care planning. It indicates specialized knowledge in addressing the needs and concerns associated with long-term care, helping clients plan for future care requirements and potential expenses.