Meet Our Founder

Learn more about John Hagensen’s vision for a new kind of integrated wealth management firm.

 
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John T. Hagensen, MSFS, CAS®, CIS®, CES®, CFS®, CTS® Founder and Managing Director

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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 makes John an exceptional pilot but also the leader of one of the country’s fastest growing RIA firms.*

John’s vision for KWP is to deliver financial planning strategies free from Wall Street’s embedded conflicts of interest. Today, clients benefit from these strategies targeted to meet their unique needs.

John’s thought-leadership is driven by his desire to find new ways to educate investors. Having the heart of a teacher, John takes an educational and consultative approach to wealth management. He’s passionate about coaching his clients to remain disciplined to a long-term, academically sound strategy, and he uses monthly group coaching sessions to execute this aim.

John shares his knowledge and experience with Main Street investors 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 valley. He’s also a published author with two books. His most recent one is “The Retirement Flight Plan.” His first book, “Unleash Your Investments,” hit shelves in 2017.

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 holds a designation from the National Social Security Association (NSSA) as well. He completed his Bachelor of Science at Corban University.

Read more about John

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