Broker Check
Joe Hagler | MBA, AIF, CRPC, CLTC

Joe Hagler | MBA, AIF, CRPC, CLTC

Financial Advisor

Joseph S. Hagler President – HAGLER FINANCIAL SERVICES Joe Hagler is President of Hagler Financial Services in Orange, CA. The company provides a wide range of financial, insurance and benefit planning services to individuals, businesses and not-for-profit institutions.

His company works with clients to help establish goals and then implement strategies to potentially grow and preserve assets. While the investing of assets is important, clients can benefit from his company’s broad approach as services encompass tax, estate, charitable and insurance planning as well as succession planning for families with or without business interests.

The firm’s work in the non-profit sector not only includes the management of foundation and endowment assets but also the design of retirement and employee benefit programs and assistance with the development and design of planned giving programs. Prior to establishing his own company in 2001, Joe spent more than 18-years as an investment consultant, money manager and financial advisor.

Clients included ERISA sponsors, foundations, endowments, public funds and families with significant wealth. In addition, he was also a senior product manager for a large mutual fund company, overseeing the firms fixed income funds and assisting in the development of various products including 529 plans. Over the course of his career, Joe has been directly involved in the planning and formulation of asset allocation models and in the development and delivery of employee communications for participants of defined contribution plans. He has spoken on various investment-related topics at conferences and seminars and has provided expert testimony on investment related issues.

Joe is a life member in the National Honor Society in Economics and contributed to the book, The Equity Manager Search, published in 1990. He is a past member of the Investment Advisory Committee to the Rotary Foundation of Rotary International, and of the Investment Advisory Committee to a mid –sized municipality in Orange County, CA. Universities and Degrees: California State University Fullerton, Bachelor of Arts, Northwestern University, Master of Business Administration Business Administration Finance, Accounting & Marketing.

Joe and his wife Holly reside in Santa Ana, CA, enjoy the outdoors and the beautiful Southern California weather.  Joe is involved in Rotary International through the Orange Rotary Club.