Request an appointment
Curtis Hagner

Here to act in your best interests

About me

For two decades, I’ve been helping my clients achieve their financial and life goals. Every day, I’m excited to come to work and coach them on the journey we’ve laid out together so they can better reach their lifelong milestones. My spare time is filled with family and my passion for restoring cars. I also love the outdoors, camping and especially cooking.


Studied, DeAnza Community College

Request an Appointment

Visit one of our Locations

San Francisco I - Walnut Creek

2175 North California Boulevard
Suite 800
Walnut Creek, CA 94596

Explore location

San Francisco V - San Rafael

3950 Civic Center Drive
Suite 315
San Rafael, CA 94903

Explore location

San Francisco III - Santa Clara

3945 Freedom Circle
Suite 950
Santa Clara, CA 95054

Explore location

Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning