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Spencer Hagar, CFP®, CIMA®

Partner

Phone: 614.326.3077

 

"Helping families avoid financial hardships and plan a successful future is what drew me to John E. Sestina and Company, Providing fee-only planning and educating my clients is my primary goal and drive”.

- Spencer Hagar

 

 
 

After nearly a decade in the financial planning industry, Spencer emphasizes the need to grasp and understand all facets of an individual's financial day-to-day occurrences to best serve our clients.  “There should be no stone unturned or detail considered too small when aiding and developing a true financial plan”.

Spencer initially joined the John E. Sestina and Company network of Financial Planning Professionals in 2017 as an Associate Financial Planner. He graduated Cum Laude with a Bachelor of Science in Financial Planning and Business Administration from Franklin University in 2019,

obtained his Certified Financial Planner™ designation in March of 2020, and his Certified Investment Management Analyst® designation in February of 2024.

Spencer joined John E. Sestina and Company as a partner in January of 2025 and strives to expand the reach of the company to assist as many individuals and households throughout the country.

Spencer has a longstanding list of experience in consumer relations from previous employments that further aid in his performance and leverages his comprehensive knowledge of investments and capital markets to aid his clients in diversifying and expanding their overall financial plans.