Denise Hagan, CFP®, CLU®, ChFC®, RHU®

Wealth Management Advisor

Voted "Best Financial Planner" in 2018
St. Augustine Social

Typically, Denise helps working women who handle their finances and are concerned about making wrong decisions that could prevent them from reaching their goals or even cause them to burden their families. Before working with her, they feel anxious that they’re not doing everything they could do with their wealth. And they’re often frustrated with being sold to or feeling like they’re not being heard or listened to by other advisors.

As a woman in a male-dominated field, Denise had to focus on making a name for herself by providing even more value to her clients. She has been able to shine by being better able to relate to her female clients so that she can build those to lasting relationships.

Denise has been in the financial business for more than 38 years. Shortly after she and her husband, Ed, moved to Florida in 2004, Ed almost died. In fact, he’s almost died 3 times since the move…so Denise knows how quickly life can change and how important it is to have a plan.

With her Lazy Dollar Energizer System™, Denise helps women become extremely efficient with their money. She helps her clients optimize the use of every single dollar so their money works as hard for them as they worked for it.

Denise empowers women to make better decisions with their money so they reach their financial goals. Her clients come away feeling confident. They feel secure about their finances and are freed up to follow their heart. They find the process easy, calming, and extremely meaningful, which has a huge impact on their lives. Her clients become efficient and strategic about their decisions. They feel so good, they often tell her that they’ve had the best night’s sleep they’ve ever had. And that’s why she loves what she’s doing.

Let Denise Hagan and her team help you ensure your financial future is all you want it to be.

Se Habla Español. Para obtener más información sobre nuestros productos y servicios, por favor visite nuestro sitio web en español:

Our Team in the News

Please click the links below to read our recent press features:

Physicians Nationwide

Established in 1961, Physicians Nationwide serves the unique financial needs of medical professionals. With stringent requirements for membership, Physicians Nationwide has an exclusive team of advisors with the expertise, credentials, and years of experience to address complex financial issues.

Planning for Financial Security

Denise Hagan takes both a defensive and offensive approach to help you achieve financial security. It all starts with a solid foundation to help protect against unexpected risk, steps to accumulate wealth, and strategies to help turn your assets into predictable income in retirement and leave a legacy.

With access to a wide range of financial planning expertise, Denise Hagan is uniquely equipped to help you turn your challenges into rewards and achieve the future you envision. Take a few minutes and watch this short video to learn about Northwestern Mutual's comprehensive approach to personalized financial planning and how doing so can help you achieve the future you envision.

The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

Is Grad School Worth It? Questions to Ask Yourself Before Applying

The decision is as much a financial as an educational one. Read more.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck