Hannah  Szarszewski,  CFP<sup>&reg;</sup> - Financial Advisor

Hannah Szarszewski, CFP®

AFC®

Founder & Financial Planner

Blue Mountain Financial Planning, LLC

2217 Switchgrass St
Melissa, TX 75454-2732

Blue Mountain Financial Planning, LLC

3701 101st St
Lubbock, TX 79423-5116
FINANCIAL ADVISOR'S WEBSITE
(972) 413-5505 CONNECT WITH Hannah
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General

Hannah Szarszewski is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Blue Mountain Financial Planning, LLC in Melissa, TX and the surrounding communities.

Financial Advisor Overview

Blue Mountain Financial Planning is a fee-only, life focused financial planning firm. We view money as a tool to help you live your best life and our goal is to help you determine and live out that vision. Together, we will craft a plan perfectly designed for who you are so you can enjoy today while also planning for the future. Rather than feeling unsure about financial decisions, we’d like you to feel empowered. We work with clients on an ongoing and one-time basis so you can choose what’s best for you and we do not have account minimums. 

We are a virtual firm and offer in-person meetings in the McKinney, North Dallas, and Lubbock, TX areas.

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Financial Advisor Experience

Hannah Szarszewski is the founder and principal financial planner of Blue Mountain Financial Planning, LLC. She focuses on integrating financial coaching and education into the financial planning process. She has partnered with clients of all ages and various walks of life to help them achieve financial independence and live life to the fullest.  

Hannah is a Certified Financial Planner™ Professional and Accredited Financial Counselor® Practitioner. She has been awarded “Excellence in Financial Education” by the Society of Financial Service Professionals. She has a Bachelor of Science in Personal Financial Planning from Texas Tech University, one of the most prestigious financial planning programs in the nation. Prior to starting her own firm, she worked with clients at different financial planning firms in the Dallas-Fort Worth metroplex. Before that, she worked as a financial coach with a volunteer organization concentrated on financial counseling, education, and improving financial literacy.  

Outside of work, Hannah enjoys spending time with her husband and dog, reading, and visiting new coffee shops and bookstores.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - AFC®

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Getting Married, Life Planning, Retirement, Startup, Starting a Family, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources