stephen@hassellwealth.com
Phone: 985-746-3948
Stephen Hassell, CFP®
Wealth Advisor
Stephen Hassell grew up watching his father and our firm’s founder, Tom Hassell, help connect people’s finances to their life goals. Stephen himself had a love for investing and spent much of his early career in investment research, portfolio construction, and 401(k) plan management. After attaining the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, his view broadened, and he came to appreciate the craft of a financial plan that encompasses everything from investments to retirement to taxes.
Today, as a Wealth Advisor, Stephen enjoys the problem-solving that comprehensive financial planning requires. He loves to sit down with clients and give them potential solutions to shape their financial futures for the better. In fact, some of his most gratifying moments have come with the one-on-one financial advice sessions he has held with employees of our firm’s 401(k) plan clients. In addition to his role as Wealth Advisor, Stephen is responsible for investment strategies, firm technology evaluation and implementation, and business planning, including setting the vision and path for the firm’s future.
Stephen lives in Houma with his wife, Sasha, and their growing family. He and Sasha both love to travel, with the Dolomite Mountains in Italy being one of their favorite destinations. In addition, Stephen, true to his problem-solving mind-set, enjoys time to think and write. As an aviation fan, he counts any day spent in or around aircraft as a good one.
Education and Designations
CERTIFIED FINANCIAL PLANNER™, CFP Board of Standards Inc.
B.S., Economics, Louisiana State University
Memberships
Member, Financial Planning Association