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We are a naturally diverse team with some team members holding CFP® and CPM® designations as well as Private Investment Management certifications, fixed income expertise, studies in finance, engineering and holding several advanced degrees.

CFP® Designation

This designation is one of the most recognized in the financial services industry. As a CFP® professional, Kirk Hasen demonstrates extensive knowledge and skill in analyzing and developing personal, long-term financial strategies for our clients.

Private Investment Management®

The Private Investment Management program is a customized portfolio management program geared toward specific investment goals. PIM Portfolio Managers actively manage your portfolio on an ongoing, discretionary basis using his or her individual investment style.



The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Certified Portfolio Manager (CPM®)

The designation is a collaboration of the Academy of Certified Portfolio Managers and NYU Stern. The academic component is designed to provide a deeper understanding of fundamental security analysis, asset allocation, and portfolio management concepts for financial services industry professionals managing discretionary portfolios.

What is a Private Wealth Financial Advisor?


Complex wealth management challenges require elevated services and capabilities.

We work with sophisticated clients with highly complex and demanding wealth management needs. To adequately address the full spectrum of challenges faced by those with significant wealth, we coordinate with a team of specialized professionals and leverage the vast resources of Wells Fargo & Company.

We are committed to a comprehensive, personal approach to serving high-net-worth individuals, families and foundation, and institutions. We work with Wells Fargo Bank specialists to provide our clients with access to guidance across many aspects of wealth planning such as:

Legacy Planning Philanthropic strategies Family dynamics
Lending needs Wealth and retirement planning Fiduciary services
Investment management

This elevated level of service is designed to support each client's full financial picture to help them preserve and grow their wealth across generations.

Advice. Beyond Investing

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