Check the background of this financial professional on FINRA's BrokerCheck.

Associates
Jon Haagen JON L. TEN HAAGEN, CFP
Founder & Principal


Retirement Income Specialist
Wealth Management Specialist
Certified Financial Planner
Investment Consultant
Insurance Consultant

 
ABOUT TEN HAAGEN FINANCIAL GROUP

At Ten Haagen Financial Group our mission is to assist you in the achievement of your fiscal goals and optimize your financial independence with consultation, strategic planning and implementation.  All initial consultations with Ten Haagen Financial Group are free and strictly confidential.

Ten Haagen Financial Group is an Independent Complete Financial Services Company.  We specialize in investments, insurance, pension and retirement planning design and implementation, Lump Sum Distributed Assets Management and Professional Money Management coordination. 


ABOUT JON L. TEN HAAGEN, CFP

Mr. Ten Haagen, a Certified Financial Planner (CFP), worked with Paine Webber Jackson Curtis (PWJC, now UBS) for 16 years, and was honored with the designation of Retirement Planning Consultant after much training and testing. Fewer than half of 1% of PWJC representatives were given this distinction, which recognized his expertise in retirement planning. While with PWJC, Mr. Ten Haagen was in the capacity of account executive, coordinator of various product areas such as Mutual Funds, Trusts, Qualified Plans, Professional Money Management Distributed Assets Division and as Branch Manager for two offices here on Long Island. In January of 1993, Mr. Ten Haagen founded Ten Haagen Financial Group, an Independent Complete Financial Services Company.

Mr. Ten Haagen lectures extensively to the public and corporations on: “Basic Financial Planning”, “Basic Investing”, “Lump Sum Distributions”, “Professional Money Management”, “Educational Funding”, “How Wall Street Works” and “Women & Investing”.  Mr. Ten Haagen is repeatedly a guest on countless Long Island radio and television shows, and is quoted periodically in various financial planning publications, including Newsday, The New York Times, Long Island Business News, Registered Rep, Investment News, BankNotes.com, MainStreet.com, MarketWatch.com, and Patch.com. He has appeared as a guest on News 12 Long Island, Fox “On the Money”, FOIS TV and WLNY10/55TV. For video clips of these interviews, please visit our Television Appearances page.


Experience and Credentials

In 1982, Mr. Ten Haagen received his Certified Financial Planner (CFP) designation and has served the Financial Planning Association (FPA): Long Island chapter in various capacities, including President and Chairman of the Board.  The FPA: Long Island is the fifth largest financial planning organization in the world.  Mr. Ten Haagen is currently a member of the past President’s Advisory Council.
  • Registered Investment Advisor (1993 -), Certified Financial Planner, CFP (1982 -)

  • Financial Planning Association (FPA): Long Island Chapter (1982- ). President’s Advisory Council/Past Chairman of the Board. 1996 Howard Black Memorial Award recipient.

  • Huntington Township Chamber of Commerce: member (1983 - ) Huntington Fall Festival -Chair food courts (1994 -1995). Economic Taskforce Committee (1994 - 2002), Winner of Business of the Year 1996 and 2005 - Financial Services, 101 Volunteers 2002, Board of Directors (2004-) Chairman Fall Festival 2005 & 2006, Education & Training Committee, Government Relations Committee. Periodic financial lecturer

  • Adelphi University: Adjunct Associate Professor of “Investment Alternatives” (Finance) for the CFP designation program.

  • Atlantic Society for The Arts: Honorary Board Member (1999 - 2002)

  • Pension Council of Long Island – (1994 - ) President (2002 – 2004) & Treasurer (1998 – 2004).

  • Huntington Choral Society: Financial Advisor and supporter. (1996 -2012)

  • Huntington Township Chamber Foundation (HTCF) – Board of Directors, (1994 – 2002)
    Fundraiser Chair of Jazz at the Castle (1994 – 1999), Development Committee, Corresponding Secretary.

  • Roy & Betty Ten Haagen Memorial Scholarship Fund: Past President, Director and Financial Advisor, (1992 – 1998).

  • Suffolk County Vanderbilt Museum – First Annual Golf Invitational Committee Chair, Trustee/Board of Directors 1998 – 2000.

  • Rotary Club of Melville – Paul Harris Fellowship 1995, Rotarian Of The Year 1994, Service Above Self Award 1985, Outstanding Community Service Award 1992. Coordinated the three-ring Hannaford Circus.

  • Support various charities through donations and participation in their charitable events:
    Urban League, Caddies Scholarship, PAL, Boy and Girl Scouts of America, Big Brothers and Big Sisters, Make-A-Wish of Suffolk County, Multiple Sclerosis, American Cancer Society, CSH Labs.• Half Hollow Hills Schools: School and Business Partnership Advisory Board Member (1993 -), Sponsor of “Project Spark”

  • Indian Hills Civic Association: President 1989-1996.

  • Financial Planning Association (FPA) – Scott Hirschbein Memorial Golf Invitational Chairperson
    – (Inception ’90 to 1997.)

  • Huntington Hospital Golf Outing - Ran Rotary putting and chipping fundraising project.

  • The Greater Huntington Council of Yacht & Boating Clubs, Inc. – (August 2004 –) Past Executive-Officer, Rear-Commodore, Vice-Commodore. Commodore (2006-2010 & 2011-2012), Executive Officer & Liaison (2010)
    Co-creator of the Huntington Lighted Boat Parade (2010-2011)

  • Northport Yacht Club – Member (1992 - ) Creator of winter workshop series, Current Fleet Captain (2010-2012), Lloyd Harbor Yacht Club - member (1997-), Long Island Sound Sabre Association (LISSA) - member (1997-), LIS-YRA - member (1971-)
Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  Go to Facebook  Go to Twitter  
 
 
 

Jon Ten Haagen is an Investment Advisor Representative offering securities and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. Ten Haagen Financial Group is not affiliated with Royal Alliance Associates, Inc. or registered as a broker dealer or investment advisor.

Dated material presented here is available for historical and archival purposes only and may not represent the current market environment.  Dated material should not be used to make investment decisions or be construed directly or indirectly, as an offer to buy or sell any securities mentioned. Past performance cannot guarantee future results.



This communication is strictly intended for individuals residing in the state(s) of CA, CT, FL, IL, ME, MN, NV, NJ, NY and NC. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.