Personalizing Every Client's Experience

I am a lifelong resident of Upstate New York, and am proud to call Syracuse my home. In 1993, I graduated from Lemoyne College with a Bachelor of Science Degree in Business Adminstration.  My wife, Bridgette, and I have four children - Miranda, Caroline, Erin, and Patrick - and have chosen to raise them in the community we know and love.

While my commitment to my family and community accounts for my personal success, it is my commitment to excellence and to my client's specific needs which has resulted in my professional success and has helped my clients prepare for their financial future. 

I look forward to extending this commitment to you and your financial needs.



Andrew Hagen is a CERTIFIED FINANCIAL PLANNER professional who has been working with families and business owners since 1996.  He has helped his clients identify their financial goals, develop strategies, and choose products that will enable them to meet their objectives.

Please feel free to contact Andrew with any questions or concerns you may have either through the Contact Us tab or by phone at 315.425.6344. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.