John Hagan (CFP, MS)

John Hagan focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Entrepreneurs
  • Estate & Generational Planning Issues

Planning Specialties

Retirement planning, investment management, tax planning, estate planning, insurance planning, comprehensive and conflict-free holistic financial planning,

Additional Information

John, a Private Client Advisor at Rockwood Wealth Management, was born and raised in New Hope, PA. He thrives on understanding, organization, and structure - making comprehensive financial planning and wealth management a natural fit. He says his ability to listen is his greatest strength, although his wife sometimes disagrees.

John graduated Cum Laude from Millersville University with a BA in Economics. While employed in the finance department for two area Fortune 100 companies he obtained his MS in Finance from Temple University. He also has extensive experience in the home building industry so he’s sometimes Rockwood’s Mr. Fix-It.

John lives in New Hope with his wife Carla and their two dogs, Mya and Lily. John loves the outdoors and in his spare time he can be found competing in an obstacle course race or traveling many hundreds of miles via snowmobile in the Canadian wilderness.

NAPFA Start Date

July 20, 2018


This Office

6464 Lower York Rd New Hope, PA 18938-9654 Phone: (267) 983-6400 Fax: (888) 753-8777