Austin R. Hagaman

Austin R. HagamanCFA®, CFP®, AWMA®

Wealth Advisor Principal

Austin R. Hagaman is a Wealth Advisor and Principal at Withum Wealth Management. Austin has been with the firm for over a decade. He received his bachelor’s degree in finance from Providence College and has earned several rigorous postgraduate professional certifications. He holds the Chartered Financial Analyst® (CFA®), Certified Financial Planner® (CFP®), and Accredited Wealth Management Advisor® (AWMA®) designations. He also holds the series 65 Investment Advisor Representative license.

Austin works closely with a full range of individuals and families to provide integrated wealth management and specialized family solutions. He focuses on helping clients with complex needs preserve and grow their wealth through ongoing personalized financial guidance and the implementation of multi-asset class investment portfolios. In addition to his position at Withum Wealth, Austin is a Portfolio Manager at Pinnacle Associates, Ltd., a Withum Wealth co-founder.

Austin is active in his personal and professional communities. He sits on a number of committees for Covenant House, a nonprofit serving homeless youth across the Americas, and is a participating member of the Alumni Association at Christian Brothers Academy, his high school alma mater. He is a member of the CFA Society New York, Financial Planning Association, and Investment & Wealth Institute. In addition to his current roles, he previously served as Chairperson of the Covenant House Associate Board, acted as advisor to the board of Parker Family Health Center, a free healthcare facility for Monmouth County residents in need, and was the Head Coach for a High School Varsity Volleyball program.

Latest Insights by Austin R. Hagaman

Amplified Wealth – Unwrapping 40 Years of Investment Wisdom with Jim Ferrare

Stream the full episode on all of your favorite podcast platforms below – or watch on our YouTube channel.
Read More

Amplified Wealth – Real Estate Insights with Alice Gabriele and Andrew Gabriele

Watch the full episode below - and be sure to subscribe to us on YouTube and all of your favorite podcast platforms. 🎙
Read More