Stephanie Hagan — Bitcoin & Digital Asset Financial Advisor
Retirement Planning Counselor
Contact Stephanie Hagan
About Stephanie Hagan
Stephanie Hagan is a financial advisor based in Barrington, IL with credentials including CBDA℠, CRPC® with Carter Financial Group. Their work focuses on Bitcoin and digital asset related planning within a broader approach to wealth management and financial planning.
Stephanie Hagan is a trusted Bitcoin and digital asset financial advisor serving clients in Barrington, IL. With expertise in cryptocurrency wealth management, Bitcoin portfolio allocation, and crypto tax planning, Stephanie helps high-net-worth individuals and families navigate the complexities of digital asset investing while integrating Bitcoin into comprehensive financial and retirement planning strategies.
Stephanie Hagan is a seasoned Retirement Planning Counselor at Carter Financial Group, bringing over 25 years of diverse experience in the financial services industry to her clients. She believes that education and a comprehensive understanding of one’s financial position are essential for making informed decisions that pave the way toward achieving personal dreams and goals. Her guiding principle, “You have to understand it to achieve it,” underscores her commitment to empowering clients on their financial journeys.
Stephanie began her career on the trading floor at the Chicago Board of Trade before transitioning to the corporate sector within the 401(k) industry. After 17 years of managing operations and administration for 401(k) plans, she dedicated the last 14 years to working closely with individuals and families, helping them build a holistic financial picture that includes their qualified employer savings. Her extensive experience positions her uniquely to address the complexities of retirement planning with clarity and compassion.
As an Investment Adviser Representative, Stephanie holds both Series 7 and 66 securities registrations, as well as Illinois Life and Health Insurance licenses. In 2018, she earned her Certified Retirement Planning Counselor (CRPC®) certification, further enhancing her ability to guide clients through the intricacies of retirement planning.
Outside of her professional commitments, Stephanie enjoys spending quality time with her family, where she finds inspiration and joy in the everyday moments that life offers.
Areas of Focus
Advisors listed on Bitcoin Wealth Platform commonly work at the intersection of traditional financial planning and Bitcoin or other digital assets. While each advisor has their own practice, typical areas of focus include:
- Helping clients understand how Bitcoin fits within a broader financial or retirement plan
- Coordinating with tax and legal professionals around digital asset implications
- Assessing appropriate Bitcoin position sizes relative to risk tolerance and time horizon
- Long-term wealth preservation and estate considerations
- Education around Bitcoin custody, security, and portfolio impact
- Using CBDA℠ knowledge to understand digital asset risks and opportunities
How a Bitcoin Aware Advisor Can Help
A Bitcoin aware financial advisor can help you think through how digital assets interact with the rest of your financial life. This can include conversations about volatility, long-term conviction, tax treatment, retirement implications, and how Bitcoin relates to more traditional investments such as stocks, bonds, and real estate. While services vary by advisor and firm, the goal is usually to bring clarity, reduce blind spots, and align any Bitcoin exposure with your overall goals and risk tolerance.
Credentials & Licenses
Why You Can Trust Stephanie
Verified credentials and professional qualifications
Licensed and certified to provide financial advisory services
12+ Years Experience in financial advisory and wealth management
Acts as a fiduciary, legally obligated to put your interests first
Serving clients in Barrington, IL and surrounding areas
Carter Financial Group
Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.
Verify Stephanie's Credentials
Independently verify registration and licensing through official regulatory databases
Questions to Ask This Advisor
When you speak with Stephanie Hagan, you may want to ask questions like:
- How do you view the role of Bitcoin within a diversified financial plan?
- How do you coordinate with my tax or legal professionals if I hold Bitcoin or other digital assets?
- What types of risks should I understand before changing my Bitcoin exposure?
- How are you compensated, and how do you charge for your services?
- Do you work with clients who already hold Bitcoin in self-custody or on exchanges?
- What is your approach to position sizing for Bitcoin within a portfolio?
- How do you stay current with Bitcoin and digital asset developments?
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Frequently Asked Questions About Bitcoin Wealth Platform
Does Bitcoin Wealth Platform provide investment advice?
No. Bitcoin Wealth Platform is an independent directory that helps you find advisors who may be familiar with Bitcoin and digital assets. All advice is provided by the individual advisors or firms, not by BWP.
How should I evaluate an advisor listed here?
Always review an advisor's regulatory records, background, experience, and compensation model. Use official sources such as SEC IAPD and FINRA BrokerCheck, and ask direct questions about how they work and whom they serve.
Are all advisors on this site Bitcoin experts?
Advisors listed here have indicated some level of familiarity or interest in Bitcoin and digital assets, but their experience and services vary. It is important to confirm their specific experience and capabilities directly with them.
Is working with a Bitcoin aware advisor right for me?
That depends on your situation, goals, and risk tolerance. A conversation with an advisor can help you decide whether and how Bitcoin should be included in your planning, or whether other strategies might be more appropriate.
Important Disclaimer: Stephanie Hagan is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.