Our Team

We believe in building lifelong relationships.  We do this by taking what can be a very challenging topic - your financial life - and providing resources, clarity, and recommendations so you can make informed decisions.  At the end of the day, we specialize in independent objective financial advice.

The Keystone Wealth Partners Team

 

Financial Advisers

At Keystone, our experienced fiduciaries work as a collective group under one laser-focused financial planning philosophy.  Much like a hospital, we have weekly rounds where collaborative discussions take place regarding your specific situation.

John T. Hagensen

CAS ®, CIS®, CES®, CFS®, MSFS, CTS®
Client Adviser & Managing Director
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Chad M. Fletcher

ChFC®, LUTCF
Adviser & Chief Compliance Officer
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Perry J. Dufresne

NSSA®
Adviser
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Francisco P. Sirvent J.D.

Adviser & Attorney
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Erica Beiriger

Account Manager
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Jami Forbes

Client Experience Director
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Ciara Johnson

Client Coordinator
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Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@keystonewealthpartners.com or call us at 480-782-1034 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Is Your Financial Professional a Good Fit for You?

Your financial future is too important to leave to chance. That’s why it’s a good idea to assess just how experienced your current financial professional is — and whether that person is working in your best interest.

To learn about seven things you should consider when choosing a financial advisor, fill in the fields below to download our “It’s All About the Right Fit: 7 Questions to Ask Your Financial Professional,” a one-sheet guide that can help you decide if your financial professional is right for you.

By submitting your information, you may be contacted regarding the use of investments and insurance products in your financial strategy.

Schedule your personalized 1-page Retirement Map Review today!

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Keystone Wealth Partners is a Registered Investment Advisory Firm. Keystone Wealth Partners and Keystone Law Firm are separate entities and must be engaged independently