Stephanie Hagan — Bitcoin & Digital Asset Financial Advisor

Stephanie Hagan is a trusted Bitcoin and digital asset financial advisor serving clients in Barrington, IL. With expertise in cryptocurrency wealth management, Bitcoin portfolio allocation, and crypto tax planning, Stephanie helps high-net-worth individuals and families navigate the complexities of digital asset investing while integrating Bitcoin into comprehensive financial and retirement planning strategies.

Stephanie Hagan is a seasoned Retirement Planning Counselor at Carter Financial Group, bringing over 25 years of diverse experience in the financial services industry to her clients. She believes that education and a comprehensive understanding of one’s financial position are essential for making informed decisions that pave the way toward achieving personal dreams and goals. Her guiding principle, “You have to understand it to achieve it,” underscores her commitment to empowering clients on their financial journeys.

Stephanie began her career on the trading floor at the Chicago Board of Trade before transitioning to the corporate sector within the 401(k) industry. After 17 years of managing operations and administration for 401(k) plans, she dedicated the last 14 years to working closely with individuals and families, helping them build a holistic financial picture that includes their qualified employer savings. Her extensive experience positions her uniquely to address the complexities of retirement planning with clarity and compassion.

As an Investment Adviser Representative, Stephanie holds both Series 7 and 66 securities registrations, as well as Illinois Life and Health Insurance licenses. In 2018, she earned her Certified Retirement Planning Counselor (CRPC®) certification, further enhancing her ability to guide clients through the intricacies of retirement planning.

Outside of her professional commitments, Stephanie enjoys spending quality time with her family, where she finds inspiration and joy in the everyday moments that life offers.