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AH
Angie M. Hager
Managing Director & Executive Partner
CFP®, CFA®, CSRIC
Destination Wealth Management1255 Treat Blvd, Ste 900, Suite 900, Walnut Creek, CA 94597
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Retirees or Seniors
Women & Female Leaders
Major Milestones I Specialize In
Death in the Family
End of Life and Legacy Planning
Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Focused on the risk and return Collaborative relationship Tailored solutions for unique circumstances Open and transparent discussion regarding investment strategy Belief and consistent review and discussion Long term perspective Research and economic analysis is important Examining complete financial picture is important
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.