Fee-Only financial planner located in Minnetonka, MN, serving clients locally and across the country
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.
Derek Hagen is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Fireside Financial specializes in financial planning for teachers, nurses, and young professionals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Derek Hagen is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Derek Hagen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Derek Hagen is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Derek Hagen is a CFA® charterholder
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.
Derek Hagen is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Derek Hagen
14702 Excelsior Boulevard
Minnetonka, MN 55345