Angie M. Hager CFA®, CFP®, CSRIC®
Angie Hager is a D360 Wealth Advisor, Managing Director, Senior ESG Consultant and Executive Partner at Destination Wealth Management. She has been in the financial industry since 1992. Angie works with clients to provide direction and meaning to their financial decisions.
She enjoys helping families understand the implications that each decision has on other areas of their finances. She finds it rewarding to help clients navigate through the seemingly overwhelming options. Whether simple or complex, Angie can help clients with the financial decisions that impact their lives. Angie develops complex planning strategies, is knowledgeable about investment related issues, and has a passion for sustainable investing. She understands the importance of integrating an investment plan with financial planning strategies and personal values.
Prior to joining Destination, Angie worked with Vista Wealth Management in San Francisco to provide wealth management and financial planning services for high-net-worth individuals and families. She holds a Bachelor of Business Administration degree in Accounting from Nazareth College, Michigan. She earned the Chartered Financial Analyst® designation in 2000, the CERTIFIED FINANCIAL PLANNER® certification in 2006 and the Chartered SRI Counselor™ designation in 2019. Angie is a member of the Financial Planning Association® (FPA) and the CFA Society of San Francisco.
*For more information about the CERTIFIED FINANCIAL PLANNER® certification, Chartered Financial Analyst® and the Chartered SRI Counselor™ designation, please refer to the disclosure page on our website at www.destinationwm.com/disclosures.
