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Cfp® Adam Hagerman
Financial Coach, Founder of First Step Financial, LLC
Cfp® Adam Hagerman is a dedicated financial professional with a passion for helping individuals manage their finances efficiently.
With a background in Banking and Finance from Pennsylvania College of Technology and a Master's degree in Financial Planning from Texas Tech University, Adam has a solid educational foundation in the field.
Adam's professional journey includes roles such as Financial Coach at First Step Financial, LLC, Director of Client Service at Clarion Wealth Management Partners, and Tax Compliance Officer at the Internal Revenue Service.
Additionally, Adam has experience working as a Teaching Assistant at Texas Tech University and a Financial Planning Assistant at Milestone Financial Associates.
Adam's philosophy revolves around prioritizing the well-being of his clients over financial gains, ensuring that financial decisions are made with their best interests at heart.
