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. Some of his most gratifying moments have come in expanding a client’s view of what is possible with their financial resources and the impact they can have in the world around them.

In addition to his role as Wealth Advisor, Stephen is responsible for coordinating firm investment strategies, firm technology, and business planning, including setting the vision and path for the firm’s future and mentoring other team members in their roles as developing advisors.

Stephen lives in Houma with his wife, Sasha, and their three children. He and Sasha both love to travel and are active in their local church community.

Education and Designations

  • CERTIFIED FINANCIAL PLANNER®, CFP Board of Standards Inc.

  • B.S., Economics, Louisiana State University

Memberships

  • Member, Financial Planning Association (FPA)

  • Member, National Association of Financial Advisors (NAPFA)