Rob Hagg
President | Chief Executive Officer@ Fortis Capital Advisors
Leawood, Kansas, United States
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Rob Hagg is a highly experienced professional with over 20 years of work experience in the insurance and wealth management industry. He specializes in risk management and the use of life insurance to round out client portfolios. Rob's expertise lies in developing wealth accumulation and transfer strategies using life insurance and annuities. He consults for wealth management firms across the US, helping them achieve their financial goals through full-service wealth management services. Rob's goal is to help RIAs bring more value to their clients through the implementation of full-service wealth management services.
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Emails and Phone Numbers

@fortiscapitaladvisors.com
@gmail.com
+1 913831****
+1 913451****
+1 913814****
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About

Rob takes a forward thinking approach to risk management and the use of life insurance to round out client portfolios. He has worked on many intricate case designs involving family endowments, foundations and corporations. His success in developing wealth accumulation and transfer strategies using life insurance and annuities is unparalleled. Rob consults for wealth management firms across the US, advising on efficient processes, acquiring key talent or developing students of the trade into powerhouse players. Rob draws upon his experience in wealth management to create a road map for registered investment advisors (RIAs). His goal is to help RIAs bring more value to their clients through the implementation of full-service wealth management services, including life insurance. Using the methods that made him an instant success in the industry, advisors can gain a larger portion of their clients’ overall financial matters. Rob and his team will quickly get to know an RIA’s business from top to bottom and use that knowledge to help firms achieve their goals.

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Work Experience

7301 Mission Rd, Prairie Village, Kansas, 66208, US

Financial Services

14
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Rob Hagg's Professional Milestones

  • President | Chief Executive Officer (2015-10-01~): Transforming the company into a global leader through strategic partnerships and effective leadership.
  • Board Member (2007-10-01~): Provided guidance and guidance to senior members, contributing to the success of the board's strategic initiatives.
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Education

Rockhurst University
Rockhurst University

Master Of Business Administration,

Masters

2006-2009
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