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 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.

Read more about John

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