John T. Hagensen
President of Keystone Wealth Partners, LLC
Investment Adviser Representative
Mr. Hagensen is the firm’s managing director. From 2009-2014 he founded the Arizona expansion of Warren & Hagensen Wealth Management, Inc. During those five years, the firm experienced substantial growth and success. In August of 2014 he founded Keystone Wealth Partners, LLC which acquired Warren & Hagensen Wealth Management, Inc.
Mr. Hagensen provides strategic wealth counseling with tax, estate, and investment management integration. He is committed to perfecting his craft and expanding his capacity to help clients through professional credentialing and continued education. Mr. Hagensen is a Certified Funds Speacialist (CFS®), a Certified Annuity Speacialist (CAS®), and holds all required securities and insurance licenses necessary to provide comprehesive financial planning services. He is currently enrolled at the College of Financial Planning, and is scheduled to complete his 2-year Certified Financial Planner course at the end of 2014. Receiving an undergraduate degree from Corban University and postgraduate professional degree from Aviator College of Aeronautical Science and Technology, he was a commercial airline pilot prior to entering the financial services industry. Mr. Hagensen is consistently recognized within the industry for his achievements and industry-leading growth. He is a three-time member of Personalized Brokerage Services exclusive Top 40 Club, as well as a previous member of Berthel Fisher & Co. exclusive President’s Club, prior to resigning from the broker/dealer.
Mr. Hagensen has the heart of a teacher and coach, and his approach is educational and consultative. Because all investment recommendations are free from the conflicts that commissions and loads bring about, there is no “salesman” component to his process. Rather he has a fiduciary standard of care. He is passionate about coaching his clients to remain disciplined to an academically-sound strategy.
The purpose for this transition was the appropriate next step in Mr. Hagensen’s committment to provide objecive, fee-based financial planning, free from the conflicts of interest associated with broker/dealer relationships.
Mr. Hagensen resides in Gilbert, Arizona with his wife, Brittany, their 4 children, and a golden-doodle named Jax. He is an active member at Mission Community Church, a die-hard Seattle Seahawks’ fan, and enjoys playing the occassional round of golf.