Alec R. Hagen,

Alec helps business owners, corporate professionals, and special needs families plan for their financial goals with a complete commitment to their financial well-being. Many of his clients hold challenging, rewarding careers – while raising children – and are couples looking to enjoy the fruits of their labor while planning their next chapter in life.

From financial planning to comprehensive portfolio management, Alec’s recommendations are made solely in the interest of providing the highest value and benefit to his clients. He works hard to help them pursue their financial goals with clarity and confidence.

He is communicative and engaging, priding himself on providing prompt responses to his clients’ questions or concerns. He is also a skilled educator, helping his clients understand their options and outlining the issues that can affect their long-term goals.

Alec joined Raymond James in 2017 and formed Lineage Financial Planners of Raymond James with David Kelly in 2022. He is a graduate of Central Michigan University and received a Bachelor of Science degree in business administration, majoring in accounting and personal financial planning. In addition to his degree, Alec is a Certified Financial Planner^™ practitioner and as well as an Accredited Investment Fiduciary^®. These professional designations reflect Alec’s passion and commitment to his clients, each representing significant additional study and specialized training to better serve his clients’ unique lives and needs.

Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP^® certification process that includes demanding education, examination, experience and ethical requirements.

Alec is a member of the board of directors of Autism Alliance of Michigan. He also serves on the Fund Development Committee for the Detroit Historical Society. Working with nonprofits has quickly become a big part of his life outside of work, and he is actively looking to get involved with more. Alec was born and raised in Royal Oak, and currently lives in Clawson with his girlfriend Jenna and their dog Ollie. When not in the office, he enjoys trying new restaurants, golfing, working out and hanging out around town with friends and family.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, Certified Financial Planner^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.