Rob Hagg
Rockhurst University
Tell me more about Rob Hagg?
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
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.
...See MoreWork Experience
President/ceo
President | Chief Executive Officer
Financial Services
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.
Education
Master Of Business Administration,
Masters
2006-2009Skill
Insurance
Life Insurance
Wealth Management
Investments
Financial Services
Portfolio Management
Strategic Financial Planning
Leadership
Retirement Planning
Finance
Sales
Risk Management
Estate Planning
Financial Planning
Fixed Annuities
Investment Management
Contract Negotiation
Strategic Partnerships
Talent Development And Recruitment
Techniques To Approach Affluent Marketplace
Contract Management
Consulting For Hedge And Private Equity Fund Partners
Ultra Affluent Client Strategies And Point Of Sales Assistance
Comprehensive Asset Protection Approaches
Implementing Charitable Planning
Complex Family And Estate Planning
Employer Funded Executive Benefit Plans
Certification
Colleagues
Kari Timonen
Registered Investment Advisor
Alec Norton
investment advisor - avp wealth management - fortis capital advisors
Belena Vincetti, MBA, CFP®
chief compliance officer at belpointe asset management
Shrikant Nadkarni, CPA, CFP®
lead advisor at fortis capital advisors partner at withumsmith+brown pc
Melissa Day
financial advisor planner wealth management certified professional®
Other Named Rob Hagg
Frequently asked questions
We found 2 Rob Hagg's email addresses
We found 3 Rob Hagg's phone numbers
Rob Hagg's social media include: Linkedin,
Rob Hagg works for Fortis Capital Advisors
Rob Hagg's role in Fortis Capital Advisors is President | Chief Executive Officer
Rob Hagg works in the industry of Financial Services
Rob Hagg's colleagues are Kari Timonen,Alec Norton,Belena Vincetti, MBA, CFP®
Rob Hagg's latest job experience is President | Chief Executive Officer at Fortis Capital Advisors
Rob Hagg's latest education in Rockhurst University