Carissa Hagen, CDFA®, MBA


Director of Business Development


 

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Carissa focuses on the emotional and financial needs of women, particularly those experiencing major life transitions. She helps clients understand their emotional logic and then assesses the impact of that logic on their financial futures.

She believes education and advice provide clarity; clarity builds confidence; and confidence empowers clients to make informed decisions.

Carissa joined Allegiant Wealth Strategies in January 2018 with 17 years of experience in the financial services industry. Prior to joining Allegiant, Carissa was an associate financial advisor at Ameriprise Financial Services, a senior regional director – vice president at Neuberger Berman, and a regional vice president at RiverSource. Professional opportunities have moved her from her hometown of Minneapolis to Detroit and finally now to Kalamazoo.

 

Degrees & Credentials

Certified Divorce Financial Analyst® professional

Series 7, 65, and 66 securities registrations held through Commonwealth Financial Network®

Life and health insurance licenses

MBA University of St Thomas

BS Marketing and Speech Communications, University of Minnesota

 

Getting to know Carissa

What would be the perfect meal?

Seared elk tenderloin with mushroom sauce paired with a glass of pinot noir, especially in the company of family and friends.

What are you doing when you’re not working?

I enjoy helping those in need and contributing to the community. I’m also an avid sports fan and rarely miss an opportunity to watch my favorite Minnesota teams usually while playing Golden Tee or Big Buck Hunter.

What is one thing on your bucket list?

Diving with great white sharks at Guadalupe Island.

What do you like most about being an Allegiant Team member?

The special comradery that exists between us. There’s a lot of laughter in our office. We know how to have fun.

 

 

Contact Carissa: [email protected]