Hi, I’m Carissa Hagen, Wealth Advisor at Allegiant Wealth Strategies.
Since beginning my career in financial services in 2000, I’ve been dedicated to guiding clients through life’s transitions with clarity, confidence, and purpose. My approach combines thoughtful, objective advice with a deep understanding of how emotions influence financial decisions—especially during times of change.
I specialize in supporting women navigating major life events, helping them move from uncertainty to empowerment.
Before joining Allegiant in 2018, I held leadership roles at Ameriprise, Neuberger Berman, and RiverSource. I earned my MBA from the University of St. Thomas and a BS in Marketing and Speech Communications from the University of Minnesota. I’m a Certified Divorce Financial Analyst® (CDFA®) and maintain securities registrations (Series 7, 65, 66) and insurance licenses through Summit Brokerage.
Outside the office, I’m active with Habitat for Humanity (Women of Habitat Kent), where I connect with like-minded women committed to building stronger communities. I also enjoy learning new skills, exploring new places, and cheering on Minnesota sports teams.