Get to Know the Faces Behind Our Success!
Heath Hagan
Financial Advisor
Heath Hagan is a Financial Advisor and Retirement Plan Advisor at Prime Capital Financial. In this role, Heath uses his knowledge and skills to service both individual investors and retirement plan sponsors with a customized approach unique to the client’s needs and goals.
Heath is passionate about helping ease the pressure of financial stress on families so they can be free to focus on what is most important to them. As a partner to his business clients, Heath provides a unique service model that is geared towards helping EVERY employee, meeting them where they are at in their own life journey, and supporting their savings and retirement goals.
Heath is the third generation in his family to work in the financial services industry, following in the footsteps of his grandfather and father. His grandfather started an insurance business, where Heath and his father worked, and eventually the company created a branch that dealt with employee benefits and retirement planning. In 2021, the family business became part of Prime Capital Financial (formerly Prime Capital Investment Advisors).
Heath has a rich decade-long background in secondary education as a math teacher, which sets him apart as a financial advisor. His experience has given him valuable skills in educating and connecting to his clients in a way that is unlike most other advisors. Heath takes the time to break down complicated, high-level financial topics into easy-to-understand terms. He can diffuse the tension around finances by relating with his clients and helping them construct individualized plans that suit their needs.
In his free time, Heath enjoys making memories with his family, playing golf, and going to the lake. He is based out of Little Rock, AR. with his wife and four children.
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This article is not to be construed as financial advice. It is provided for informational purposes only and it should not be relied upon. It is recommended that you check with your financial advisor, tax professional and legal professionals when making any investment or any change to your retirement plan. Your investments, insurance and savings vehicles should match your risk tolerance and be suitable as well as what’s best for your personal financial situation.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). Certain services may be provided by affiliates of PCIA.
