Derek Hagen| CFP®
- Fee-Only Financial Planning
- Financial Review
- Retirement Planning
- Goal Setting
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Employee Benefits
Minnetonka, MN 55345
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Derek Hagen is a Minnetonka, MN Fee-Only Financial Planner serving Minnetonka and all surrounding areas. Fireside Financial specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Derek Hagen is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Hi, thanks for visiting Fireside’s website. I’m Derek and I’m the founder of Fireside Financial, a fee-only financial planning firm whose mission is to help families and young professionals navigate the world of personal finance so they can focus on living their lives their way. Delegate your stress and worry to me.
I have over ten years of industry experience working with multimillionaires and their families. I've helped clients make it through the great recession of 2008-2009, and helped them stay grounded when the markets go up for years. I'm able to educate you on personal finance matters in a way you understand, using plain English.
I graduated summa cum laude with an economics degree from Minnesota State University Moorhead. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant and Chartered Financial Analyst (CFA) charterholder. I am well-versed in the financial planning process and have a detailed understanding of investments so that we can create an efficient plan to help you and your family.
I am a member of CFP Board, Financial Planning Association, CFA Institute, and XY Planning Network.
Fireside Financial specializes in financial planning for teachers, nurses, and young professionals.