Gina Hagen, CFP^®

CPA

Financial Advisor

Full Circle Financial Planning

3128 N Summit Pointe Dr
Topanga, CA 90290-4482

CONNECT WITH Gina

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Full Financial Plan costs $2,000 - $2,500 (8-10 hours of work) Hourly rate is $250 / hour If there are assets under management. The fees are as outlined in my ADV

Minimums

HOUSEHOLD INCOME MINIMUM

$75,000

Investable Asset Minimum

No Minimum

General

Gina Hagen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Full Circle Financial Planning in Topanga, CA and the surrounding communities.

Financial Advisor Overview

Financial planning includes all slices of your financial life, tax savings, cash management, investment planning, retirement goals, risk management and estate planning. The first introductory meeting is 30 - 60 minutes where we discuss further the financial plan process and hear your goals. If we decide to proceed, an engagement letter will be signed. In addition you will receive my ADV and Privacy policy notice. We will continue to meet over several meetings to prepare your financial plan. A list of recommended items will contain due dates and assigned names to ensure your plan goes into action. Ongoing financial planning is encouraged to ensure life changes are reflected in meeting your financial goals.

Financial Advisor Experience

After spending 30 years in the C-suite as the CFO of family owned businesses I transitioned to financial planning for the established entrepreneur who needs personal financial planning to ensure their goals are being fullfiled.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Public Accountant (CPA)
Other - PFP - Personal Financial Planner Certificate, UCLA 2020

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Banking, Buying a Home, Business Taxes, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Full Financial Plan costs $2,000 - $2,500 (8-10 hours of work) Hourly rate is $250 / hour If there are assets under management. The fees are as outlined in my ADV