461 South Glassell Street Suite A Orange, CA 92866
714-633-0660
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Joe Hagler, MBA, AIF, CRPC, CLTC, received his master's degree from Northwestern University and began his investment consulting career with the Northern Trust Company. There he worked with plan sponsors in the area of investment policy & plan design / development, asset allocation / manager selection and performance monitoring. After two decades in institutional consulting and money management, he became a financial advisor.
At the core of his 401(k) services lies his experience in plan design -- structure, investment choices, fees, participant education, and monitoring -- together with broad knowledge of the market and vendors. Thus, he enables plan sponsors to maintain their high fiduciary standards along with helping maintain a high level of participant satisfaction.
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