Jon Ten Haagen, CFP

Jon Ten Haagen, CFP

Founder & Principal

Retirement Income Specialist

Wealth Management Specialist

Certified Financial Planner

Investment Consultant

Insurance Consultant

 

 

Jon L. Ten Haagen is Founder and President of Ten Haagen Financial Services, Inc., an Independent Complete Financial Services Company. Jon is a CERTIFIED FINANCIAL PLANNER™ and specializes in comprehensive planning and investment management. Passionate about the clients he serves, Jon prides himself on his “hold my clients’ hand” approach throughout the planning process.

Jon founded Ten Haagen Financial is 1993. Being an entrepreneur gives Jon has a unique perspective when working with other business owners. Before starting his own firm, Jon worked at Paine Webber Jackson Curtis (now UBS) for 16 years. He earned the designation of Retirement Planning Consultant (RPC®) which recognized his specialty in retirement planning. Less than half of 1% of PWJC representatives were honored with this distinction, While with PWJC, Jon served as an Account Executive, and coordinator of various product areas such as Mutual Funds, Trusts, Qualified Plans, Professional Money Management Distributed Assets Division and rose to the become Branch Manager for the offices on eastern Long Island.

You may recognize Jon from his appearances on Long Island television shows, and radio including News 12 TV Long Island, FOIS 1 TV, and WLNY10/55 TV. He has also been featured in The New York Times, InvestmentNews, Investor’s Business Daily (IBD) and MarketWatch.com. Jon is a sought after speaker to both to the public and corporations, on such topics as on: “Basic Financial Planning”, “Basic Investing”, “Lump Sum Distributions”, “Professional Money Management”, “Educational Funding”, “How Wall Street Works”, “Women & Investing” and “Five Years to Retirement – Now What?”.

Jon has served the Financial Planning Association (FPA): Long Island chapter in various capacities, including President and Chairman of the Board. The FPA of Long Island is the fifth largest financial planning organization in the world. Jon is currently a member of the past President’s Advisory Council. As a CFP®, Jon stays current with the industry with continuing education through the Certified Financial Planner Board of Standards.

Jon is also a published author. His most recent book “Charting Your Course Towards A Comfortable Retirement” is in its second printing.

Jon lives in Centerport, NY and serves on several non-profit boards. Additionally Jon is the Past Commodore and Liaison of the Greater Huntington Council of Yacht & Boating Clubs, Inc. A water safety and clean water non-profit organization represented by over 4,000 boating families. He is a director on the Northport Chamber of Commerce. Jon is an avid sailor, racing his own 34’ sloop and also a classic yacht “Dolphin” out of Oakcliff Racing in Oyster Bay, NY. Oakcliff is an Olympic training Center. He is an active member of both the Northport and Lloyd Harbor Yacht Clubs.

 

Click here to read about Experience and Credentials.