By Janee Law
Jon Ten Haagen, founder and CEO of Ten Haagen Financial Group, said his role as a certified financial planner, a retirement planning consultant and a registered investment advisor is to help educate and prepare clients for the future.
“I think the emphasis, to me, from day one, is that I’ll always look out for my clients’ best interests and what they really need,” said Ten Haagen, of Centerport. “I love helping and educating people.”
Prior to starting his own company, Ten Haagen worked for PaineWebber for 16 years and served as the branch manager for the eastern Long Island offices from 1987-1993, overseeing about 20 financial advisors.
The company, which was formed in 1993, is a full-service independent investment, financial, and retirement planning company that has more than 30 years of experience to help clients find the right path to a satisfying retirement.
Services offered by the company, located at 191 New York Ave. in Huntington, include pre-retirement and retirement planning and funding, financial planning, estate planning, investment advice, as well as lump sum distribution and investment.
In 1982, Ten Haagen received his CFP designation from Adelphi University. He said he has to complete 30 hours of continued education a year in order to keep his designation for CFP and insurance licenses.
Ten Haagen has served in the Financial Planning Association-Long Island chapter in various roles, including president and chairman of the board. He is also a member of the Huntington Township Chamber of Commerce, board member of the Townwide Fund of Huntington and its gala committee, and board member of the Huntington Township Business Council Political Action Committee.
Ten Haagen is also an avid sailor, typically racing his sailboat and classic yacht in Oyster Bay through Oakcliff Racing. He’s also a past commodore of the Greater Huntington Council of Yacht and Boating Club.
In the office, Ten Haagen has a goal to educate. He lectures extensively to the public and corporations on topics that include financial literacy, investing 101+, lump sum distributions, professional money management, and education funding. With that, he said that he created and taught the alternative investments course at Adelphi University for the CFP degree program.
Ten Haagen said what he loves about the job is helping people and making a difference in their lives. He added that the result makes it all worthwhile.
“I think I’ve proven myself by trying to be better at training and educating people,” he said. “My whole purpose is to get people to understand what it is they need to do in order to have a comfortable retirement.”