Broker Check
R. Andrew  Hagen, CFP®, AIF®

R. Andrew Hagen, CFP®, AIF®

Managing Partner

Originally from Western New York, I graduated from Le Moyne College in Syracuse, NY in 1993 with a Bachelor of Science in Business Administration. I became an advisor shortly after college and have continued with the same firm for over 20 years. Today my family and I reside in Skaneateles, NY. In 2020 I made a move to establish my own office close to home and often walk to work.

As a kid I wanted to be a stock broker “when I grew up”. I later realized how important a well-rounded financial plan is to becoming truly successful. Today I only work with families who want to secure their future by creating a financial plan and aligning appropriate investment and risk management strategies. My clients typically have a net worth of $1M or higher and we manage their entire portfolio.

Why did I join Cypress? Being part of a team is a vital part of a successful financial planning practice. The financial world is complex and working with other successful advisors helps bring the best thinking to help clients with their unique situations.

CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.