Stephen Hassell (CFP®)
Stephen Hassell focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Charitable Giving
- Generation X
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Baby Boomers
- Business Owners
- Charitable Giving
- Generation X
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
Stephen and the Hassell Wealth Management team offer a broad range of financial planning and investment management services designed to be delivered over time, as needed, throughout a client's life. These services include:
- Financial goal development
- Retirement planning
- Investment management
- Employer plan sponsor services
- Tax planning and management
- Employee benefits review and optimization
- Risk management
- Estate planning
- Charitable planning
- Higher education funding
- Special needs planning
Additional Information
Stephen Hassell, CFP®, is a Wealth Advisor at Hassell Wealth Management, an independent financial planning firm serving Louisiana’s Gulf Coast. As a CERTIFIED FINANCIAL PLANNER® professional, Stephen helps individuals and families build personalized financial strategies to support long-term goals and reduce stress around money.
Stephen’s work includes comprehensive financial planning, retirement income strategies, and investment management. He takes a straightforward, collaborative approach—focusing on what matters most to his clients and helping them make informed decisions through all stages of life.
Stephen also works with small business owners to design and manage 401(k) plans. He helps employers create strong retirement offerings and supports participants with guidance on investing and planning for the future.
Before joining Hassell Wealth Management, Stephen built experience in investment research, portfolio construction, and 401(k) plan management. His background gives him insight into the technical side of financial management while keeping his focus on real-life impact and client relationships.
Stephen believes that good financial advice is grounded in trust, education, and empathy. He enjoys working as part of a close-knit team that values clarity, consistency, and a clients-first perspective.
NAPFA Start Date
March 11, 2025
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