Heather Hagen is an associate advisor with Moss Adams Wealth Advisors. She is responsible for coordinating all stages of the financial planning process, assessing risk, asset allocation, portfolio rebalancing, investment implementation, and portfolio monitoring customized to the needs of her clients.
Heather is also on the Moss Adams Portfolio Management Team where she plays a key role in researching and assessing the performance of the funds that the firm invests in. She reports on their performance and makes recommendations.
COMMUNITY AND PROFESSIONAL ACCOMPLISHMENTS
- Member, Moss Adams Wealth Advisors’ Portfolio Management Team
PROFESSIONAL AFFILIATIONS AND CERTIFICATIONS
- CFP® practitioner; CERTIFIED FINANCIAL PLANNER TM
- AIF®, Accredited Investment Fiduciary
- NASAA, Series 65 licensed
EDUCATION
- Bachelor of Science, Business, Western Oregon University, summa cum laude