Christopher (“Chris”) Hagan is a partner and senior wealth advisor at RWA Wealth Partners. In his role, Chris meets with current and potential clients to discuss investment philosophy and process; develops and implements each of his clients’ investment objectives; and provides ongoing portfolio recommendations based on market environment, tax considerations and individual client financial goals.
Chris joined RWA Wealth Partners upon its acquisition of Kobren Insight Management (Kobren) in 2011. Prior to joining Kobren in 2009, he worked at Fidelity Investments in both San Francisco and Boston as the director of executive services, educating and guiding corporate executives on equity compensation exercise strategies.
Chris is a multi-year winner of the Boston magazine Five Star Wealth Manager award.*
Chris earned an MBA from the University of San Francisco and a B.A. from Saint Michael’s College. He also holds a Chartered Retirement Planning CounselorSM (CRPC®) designation and the Chartered Financial Consultant® (ChFCTM) designation.
*The Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. The award does not evaluate the quality of services provided to clients nor is it indicative of the Wealth Advisor’s future performance of investment success. For more information on this award, please refer to the Awards and Recognitions page on this website.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.
