Alexandra Hassell, CFP<sup>&reg;</sup> - Financial Advisor

Alexandra Hassell, CFP®

Wealth Advisor

Hassell Wealth Management

300 Lafayette St, Ste 200
Houma, LA 70360
FINANCIAL ADVISOR'S WEBSITE
(985) 868-9881 CONNECT WITH Alexandra
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General

Alexandra Hassell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Hassell Wealth Management in Houma, LA and the surrounding communities.

Financial Advisor Overview

Hassell Wealth Management is a Houma-based Registered Investment Advisor partnering with individuals and families in navigating the various stages of their lives. Our mission is to help each client make the most of their resources so they can successfully meet life's transitions while drawing on our experience to make informed decisions about their future. Some of the clients we serve include pre-retirees and retirees, mid-career professionals, and business owners. Regardless of where a client is in life, we have a threefold mission in partnering with them: to CLARIFY what matters most to them and how to leverage their resources to achieve their goals, to build a financial STRATEGY that addresses all areas of their financial life, including cash flow, retirement, investments, and taxes, and to serve as their partner in holding them ACCOUNTABLE to their long-term financial well-being. Our broad range of financial planning and investment management services are flexible, designed to be delivered over time, as needed, throughout a client's life. These services include: financial goal development, retirement planning, investment management, employer plan sponsor services, tax planning and management, employee benefits review and optimization, risk management, estate planning, charitable planning, higher education funding, and special needs planning.

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Financial Advisor Experience

Alexandra "Sasha" Hassell discovered the world of financial planning through a college internship—an experience that awakened a desire to learn everything she could. Today, her love for knowledge has resulted in some of the industry’s most-respected designations, including the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Yet Sasha plans to keep on learning, as her grasp on new laws and trends serves clients daily. As a Wealth Advisor, Sasha works with clients to understand and help achieve their goals. She meets with prospective and existing clients, prepares financial plans, helps manage investment portfolios, and provides periodic reviews of portfolios with clients. She is grateful to be in a position where she can help guide people toward better financial decisions and outcomes.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Louisiana
  • Fixed annuities: Louisiana
  • Variable annuities: Louisiana

Broker-Dealer Disclaimer

Advisory Services offered through Hassell Wealth Management, LLC, a registered investment advisor.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Investment Management, Estate Planning, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Long-term Care, Special Needs, Personal Taxes

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Helpful Financial Planning Resources