John Hagensen, Msfs, Cfp®
About John Hagensen, Msfs, Cfp®
John Hagensen is a Partner and Managing Director at Creative Planning, where he provides financial advice and insights. He has a diverse educational background and experience in wealth management, having previously founded Keystone Wealth Partners.
Work at Creative Planning
John Hagensen serves as Partner and Managing Director at Creative Planning, LLC, a firm that manages over $245 billion in assets as of July 2023. He has been with the company since 2022 and operates out of Gilbert, Arizona. In this role, he provides financial planning and wealth management services to a diverse clientele, which includes clients from all 50 states and internationally.
Previous Experience at Keystone Wealth Partners
Prior to joining Creative Planning, John Hagensen was the Founder and Managing Director at Keystone Wealth Partners, LLC from 2014 to 2022. During his eight years in Chandler, Arizona, he developed a reputation for providing comprehensive financial services and building strong client relationships.
Education and Expertise
John Hagensen has a diverse educational background. He studied at Stanford University, earning a Professional Certification in Strategic Decision and Risk Management from 2016 to 2017. He also holds a Master of Science in Personal Finance from the Institute of Business & Finance, completed between 2014 and 2016. Additionally, he obtained a Bachelor of Science in Biblical Studies from Corban University from 2002 to 2005 and studied Professional Aviation at Aviator College of Aeronautical Science & Technology in 2005-2006.
Media Presence and Publications
John Hagensen hosts a national radio show and the 'Rethink Your Money' podcast, where he shares financial advice and insights with a wide audience. He is also an author, having written a book that focuses on wealth management and financial planning, further establishing his expertise in the field.
Personal Life
John Hagensen is married to Brittany and they have seven children. His family life is an important aspect of his personal identity, complementing his professional endeavors in financial planning and wealth management.