Christopher Hagan | Boston, MA Financial Advisor | Adviser Investments
Christopher Hagan
Vice President
617.321.2200 Contact Christopher
617.321.2200

Christopher Hagan

Vice President


Background Experience

Chris specializes in investment management consulting for affluent individuals and families. He joined Adviser Investments upon its acquisition of Kobren Insight Management (KIM) in 2011. Prior to joining KIM in 2009, Chris worked at Fidelity Investments in both San Francisco and Boston, most recently as the Director of Executive Services, educating and guiding corporate executives on equity compensation exercise strategies. In 2021, he was honored in Boston magazine for the ninth time as a Five Star Wealth Manager. Chris earned his B.A. from Saint Michael’s College, his MBA from the University of San Francisco and got his start in the financial services industry in 1997. He has received the Chartered Retirement Planning Counselor (CRPC®) designation and the Chartered Financial Consultant (ChFC®) designation.

Awards

Five Star Wealth Manager (2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021)

Certifications

CRPC®, MBA, ChFC®

The Best Financial Advice I Ever Received

Don’t get discouraged when working toward a long-term financial goal, like paying off debt. Paying back my own student loans for both undergrad and grad school taught me how to keep my priorities on track even on a tight budget. I remember some lean years where there were a lot of PB&J sandwiches!

Call: 617-321-2200
Address

85 Well Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Retirement Planning
Charitable Giving
Estate Planning
Employer-Sponsored Retirement Plans
Income Taxes
Asset Management
Retirement Cash Flow

Christopher's Insights

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For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.

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