Team
Jimmy Hasson, CFP®
President
Jimmy Hasson, CFP, is the Founder and President of Hasson Financial. As a CERTIFIED FINANCIAL PLANNER™ Professional, Jimmy is responsible for working with clients in all aspects of investment management, financial planning,....
Mike Ballou
Financial Consultant
Mike Ballou, a seasoned Financial Consultant, has been in the Financial Services profession since 1987. He is committed to providing quality service and objective advice to his clients based upon their personal values, unique needs and...
Amy Czulada
Executive Assistant
As the Executive Assistant, Amy oversees client service, compliance, and operations at Hasson Financial. While fairly new to the financial services industry, Amy has years of administrative experience managing medical offices and working...
Heather Palumbo, CFS ®
Paraplanning
Heather provides Advisors with portfolio research and analysis. Heather began working in the business in 2000. She offers insight and analytics to existing portfolios as well as provides guidance for incorporating suggested securities...