Virginia L. Hagen
FULL CIRCLE FINANCIAL PLANNING
Topanga, CA
Some features on this profile are disabled
CRD#: 7768195
Professional summary
Virginia L. Hagen, who also goes by Gina Hagen, is a registered financial advisor currently at FULL CIRCLE FINANCIAL PLANNING located in Topanga, California.
Virginia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Virginia has worked at 1 firm .
Biography
As a CFO for over 25 years, my life experience has been helping owners build wealth. I led and oversaw all areas of finance for OPI Products for 20 years and joined the transaction team when it was time for a sale. The company sold for almost $1 Billion dollars per the WSJ. From the early days I established the finance department, which included the banking relationships, tax planning, cash management, risk control, investing, negotiating employee benefits plans, retirement planning, and wealth accumulation. The company was a $22 million dollar company when I joined and grew to $300 million at the time it sold to Coty Products in 2010.
I repeated this success at Milani Cosmetics where the company was looking for a favorable exit strategy. After five years of setting strategic growth goals in place, the company was acquired by a private equity group in 2018 achieving the goals of the founders.
On the home front, I ran our personalized financial plan that included a cash flow budget, selecting risk management of insurance coverage, mortgage lending, college funding & planning, tax efficient investing, and tax strategies. We have lived in the San Fernando Valley for over 30 years raising two kids who are thriving and building their own lives.
Over the years, I was approached by all levels individuals seeking financial advice on how much to save and where to invest, or questions about employee benefits, mortgage lending, college planning and yes even budgeting. I recognized the need early on for individuals to work with a financial advisor who can guide them in all of the decisions in life to help them reach their goals.
After my last CFO position, I went back to school to earn a Certificate in Personal Financial Planning which qualified me to sit for the Certified Financial Planner exam. In November 2022, I received the CFP® certification and have been working with clients to help them reach their goals. I chose the CFP® certification because they want to provide transparent financial advice to everyone. I have a Fiduciary Duty to always act in the best interest of my client or anyone who inquires about Financial Advice.
When not working with clients, I volunteer for Savvy Ladies and Habitat for Humanity to teach classes on creating a spending plan. In addition, I belong to Financial Planning Association to keep current with financial topics and also volunteer through their programs.
My personal hobbies include enjoying a competitive game of tennis with friends, skiing with my husband in every state, hiking in the local mountains, visiting our children and everyday walks with Lexi, our Vizsla.
Question & Answer
Do you have an area of expertise or specialization?
Budget & Debt Management
Comprehensive Financial Planni...
401(k)/403(b)/IRAs
Charitable & Planned Giving
Banking
Buying a Home
Business Taxes
Asset Allocation
Estate Planning
Investment Management
Limited Partnerships
Employee Benefits
Mutual Funds
Real Estate
Insurance
Job Loss
Retirement
Stocks & Bonds
Life Planning
Starting a Family
Succession Planning
Sudden Wealth
Men's Finances
Personal Taxes
Women's Finances
Are you a "fiduciary"?
Yes
Aliases
Gina Hagen
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Virginia L. Hagen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Loyola Marymount University
BA - Accounting
1987
Experience
Current
July 20, 2023 - Present
FULL CIRCLE FINANCIAL PLANNING
RIA
CRD#: 327297
Topanga, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(7/20/2023)
Exams
Current Firm
FC
FULL CIRCLE FINANCIAL PLANNING
FULL CIRCLE FINANCIAL PLANNING
CRD#: 327297 / SEC#:
California
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Contact information
Main Address
Topanga, CA
Mailing Address
Phone number
(747) 599-0700
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 2,574,033 |
Red Flags
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