Name: John Hagensen
Age: 36
Title: Founder & Managing Director of Keystone Wealth Partners
Married/Single: married
Kids: 5 (with one on the way)
City you live in: Gilbert
A typical day in my life includes…
spending time with my family and being active.
I was born…
in Portland, OR and my entire family is still located in the Pacific Northwest.
My favorite thing about Arizona…
the sunshine and warm weather.
I’m listening to…
Podcasts and Audio Books (I like Elevation Church podcast, Tony Robbins, and Master’s in Business. For audio books, I’m currently listening to Michele Obama’s new book).
My family…
is my heart and soul. I have a beautiful wife – married 10-years and 5 amazing kiddos.
If I could have dinner with anyone, it would be…
Francis Chan, Michael Kitces, Al Michaels.
One thing I cannot live without…
coffee.
When I was younger, I wanted to be…
a pilot.
I’m inspired by…
my wife. I have never met someone so willing to break down the status quo in pursuit of living her best life. A life focused on positive change for others.
The one person who motivates me is…
my wife.
If I could change anything in the world, it would be…
clean water for all.
The perfect day would be…
being active with my family.
My first job was…
working in my dad’s company warehouse.
My favorite escape…
Hawaiian Islands.
My life…
is more meaningful if I’m pursuing a greater purpose.
I’m currently working on…
our 1M initiative at Keystone (to donate 1M to charity: water and clean drinking wells in Ethiopia).
Always…
love others.
Never…
forget that every day is a gift from God.
Favorite Quote…
“The time is always right to do what is right.” – MLK
Biggest Dream…
to be remembered as a “courageous doer”. Thinking things is the easy part, going out and actually getting it done is the challenge.
My Pet Peeve(s)…
inaction.
More about John Hagensen…
John Hagensen is the Founder and Managing Director of Keystone Wealth Partners. His vision for starting KWP was 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.
His thought-leadership is driven by his desire to find new and interesting ways to educate investors. Having the heart of a teacher, his approach is educational and consultative. He is passionate about coaching his clients to remain disciplined to a long-term, academically sound strategy and executes this through monthly group coaching sessions. His intention to inform Main Street investors is also demonstrated through his weekly radio show, “Myth Busting with Keystone Wealth Partners,” as well as his weekly podcast, which now has around 1,000 downloads per week. John is a sought-after public speaker and has educated thousands nearing retirement across the valley. In addition, John is a published author. His book, “Unleash Your Investments,” hit shelves in the summer of 2017 and his next book is due to release fall 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 holds a designation from the National Social Security Association (NSSA) as well. He completed his Bachelor of Science at Corban University.
John is a native of Washington state and currently resides in Gilbert with his wife, Brittany, and their five children. He has many passions, but none more than adoption and social justice. After four trips to Ethiopia while adopting two of their children, sustainable, clean-water projects in Africa became a primary focus for John and his wife. John leads a community Bible study and believes his faith is the central anchor to every component of his life and business.
More about Keystone Wealth Partners…
Keystone Wealth Partners is a full-service wealth management firm that provides ongoing and dynamic financial services to help your family or business make more informed financial decisions. For individual clients, this relationship is rooted in trust and often spans multiple generations.
