Jimmy Hasson, CFP®
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, and customer service. Serving clients in the financial industry for 15 years, Jimmy worked with Ameriprise Financial, and The Chart Room, prior to establishing his own LPL Financial office.
Along with being a CERTIFIED FINANCIAL PLANNER, Jimmy also holds his Series 7 (held with LPL Financial) and Series 66 (held with Western Wealth Management LLC) securities licenses. Motivated to help his clients succeed, Jimmy is most passionate about getting to know the people he works with, and establishing long-term relationships throughout the planning process.
Outside of the office, Jimmy enjoys playing hockey, golf, and skiing. If it weren’t for his career in the financial services industry, Jimmy would have pursued his dream of becoming a firefighter or professional hockey player. As a husband and father, Jimmy looks forward to weekends at home with his family, and spending summer vacations in Cape Cod.
Positive, caring, and motivated, Jimmy volunteers his time coaching youth sports, participating in charity golf outings, and supporting Dawg Nation and RMCCF.
Advisory Services offered though Western Wealth Management LLC, a registered investment adviser.