Hannah Szarszewski (AFC, CFP®)
Hannah Szarszewski focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Hannah Szarszewski is the founder and principal financial planner of Blue Mountain Financial Planning, LLC. She focuses on integrating financial coaching and education into the financial planning process. She has partnered with clients of all ages and various walks of life to help them achieve financial independence and live life to the fullest.Hannah is a Certified Financial Planner™ Professional and Accredited Financial Counselor® Practitioner. She has been awarded “Excellence in Financial Education” by the Society of Financial Service Professionals. She has a Bachelor of Science in Personal Financial Planning from Texas Tech University, one of the most prestigious financial planning programs in the nation. Prior to starting her own firm, she worked with clients at different financial planning firms in the Dallas-Fort Worth metroplex. Before that, she worked as a financial coach with a volunteer organization concentrated on financial counseling, education, and improving financial literacy.
Outside of work, Hannah enjoys spending time with her husband and dog, reading, and visiting new coffee shops and bookstores.
Additional Information
To learn more about me on a personal level, view my story here.NAPFA Start Date
August 09, 2019
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