Charesse J. Hagan :: Virtual Financial Planner, Operational Consultant

Charesse J. Hagan, gosh, where do I begin? I am so honored to have the opportunity to see this young lady grow into a powerful business woman! She graduated with her Bachelor of Science degree in Business Administration with an emphasis on the CFP® designation at Youngstown State University. Soon after, she started her career at a wealth management firm who served over 1,500 clients in over 40 states, with assets under management approximating $1.8 billion. From there, she learned hands on the fiduciary responsibilities of CFP® professionals.

After gaining experience, she soon learned that she wanted to go down the path of self employment. She is now a successful freelancer who is in high demand! If you are a financial planner and are searching for virtual operational consulting or outsourced para planning services, you can learn more about Charesse and connect with her at the information below:

Charesse J. Hagan ::