John T. Hagensen, MSFS, CAS®, CIS®, CES®, CFS®, CTS® Founder and Managing Director
To ensure a safe flight, a pilot must be able to act decisively and adapt as
different conditions emerge. It is this kind of precision that not only made
John an exceptional airline pilot but also the pioneer of one of the country’s
fastest-growing Registered Investment Advisory firms*.
John’s vision for Keystone Wealth Partners is to seamlessly integrate tax,
estate, and financial planning all under one roof. A self-described
“reformed broker”, John witnessed firsthand the inherent industry flaws as a
traditional financial adviser during the first several years of his career. With
that in mind, he set out to offer something of more value for everyday
Americans through integrated guidance that had been previously reserved
almost exclusively for ultra-high net worth investors.
John’s thought leadership is driven by his desire to find new ways to
educate investors. Having the heart of a teacher, John takes a consultative
approach to wealth management. He shares his knowledge and experience
through his weekly radio show, “Rethink Your Money,” as well as through
his weekly podcast, “Dropping F-Bombs: Faith, Family, Finance, Football.”
A sought-after public speaker, John has educated thousands of people
nearing retirement across the country. He is also a two-time author. His first
book, Unleash Your Investments , hit shelves in 2017, and his most recent
book titled, The Retirement Flight Plan was released in the winter of 2019.
John has a Master of Science in Financial Services from the Institute of
Business & Finance, a Strategic Decision and Risk Management
Professional Certification from Stanford University, and a Behavioral
Finance Professional Certificate from Duke University.
John holds the credentials of Certified Funds Specialist (CFS), Certified
Annuity Specialist (CAS), Certified Estate & Trust Specialist (CES),
Certified Tax Specialist (CTS) and Certified Income Specialist (CIS). John
also holds a designation from the National Social Security Association
(NSSA) as well. He completed his Bachelor of Science at Corban
University in Salem, Oregon.
John lives in Gilbert, Arizona with his wife, Brittany, and their seven
children. His top passions include family, adoption, Bismarck summers, and
all things sports. After four trips to Ethiopia while adopting two of their
children, John and Brittany began to focus on sustainable, clean-water
projects in Africa and have since partnered with Charity:Water to dig wells
throughout rural Ethiopia. John is a Christian and attends Christ Church in
Gilbert. His faith inspires him to guide clients toward a life with purpose
through an alignment of their values and money.
*Citywire ranked Keystone Wealth Partners the fastest growing RIA Firm in Arizona in December 2020 based on the most recent Form ADV data reported. No compensation was provided by the firm in connection with this third party ranking
Citywire’s “50 Growers Across America” is an independent ranking based on the most recent Form ADV data reported to the Securities and Exchange Commission at the time of publication and gathered by data partner, Discovery Date. Only firms with that manager more than $100m and are not affiliated on a firm level with a broker-dealer or other institution were considered. Citywire took percentage growth in AUM and percentage growth in employees over the last 3 years and summed those numbers to determine a growth score. Throughout this process there were no interactions with the firms and no compensation was provided by the firm in connection with this ranking. This award does not evaluate the quality of services provided to clients and is not indicative of the practices future performance. Neither firm nor employees pay a fee to Citywire in exchange for inclusion in the 50 Growers Across America.
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