Hello and welcome to Money Health Solutions. I'm Derek, and I help people make smart decisions with their money. I'm an adventure-seeker, animal-lover, squash player, lifelong student, and fan of the outdoors. Learn more about me below.
The Real Bio
Derek "D-Rock" Hagen
Thank you for your interest in learning more about me. My name is Derek Hagen, but my friends call me "D" or "D-Rock," which means you can call me D-Rock. All my life I've been helping people to make their lives easier. I get out of bed every morning to help make sure people are better off today than they were yesterday so that their lives will be simpler. If there's a way for me to help someone save time, money, or emotional or physical energy, I'm going to find a way.
I am married and live in suburban Minneapolis in a neighborhood that is heavily wooded and looks like we are in the country. My top personal values are adventure, simplicity, curiosity, humor, and mindfulness. Money's purpose in my life is to help me live a simple, adventurous life and learn more about how the world works. My wife, Katie, and I travel a lot in our small camping trailer. I am grateful to have been able to raft in Grand Canyon, rock-climb in Alaska, skydive in Las Vegas and run a marathon.
I didn't take the traditional path through life. I grew up the oldest of four and we were raised by a single mother. We moved a lot, living in many apartments. The thought of college never crossed my mind. It wasn't until I was 20 that I went to technical school, and then I transferred to the local university at age 22. I graduated at 25. During college, I was lucky enough to be able to present a research paper in New York City, and that paper was later published. Attending college later than most helped me gain an appreciation for education. Since graduating college I've earned a graduate certificate from Creighton University as well as four professional certifications. I continue to learn as much as I can, reading about 40 books per year.
I worked for many years in downtown Minneapolis, working for investment management and wealth management firms working with the ultra-wealthy. The ultra-wealthy have "first-world problems." These are still problems that need to be solved, but I learned that if I didn't help them out, there are many advisors out there who would.
On the other hand, the people I grew up with - my family and friends - didn't have access to advice that wasn't organized around the sale of expensive products (think insurance salespeople and brokers). I knew I wanted to help people who really need it.
Over the course of my journey, I've learned a lot about the psychology of money and how it can get in our way and keep us stuck. I am now lucky enough to be able to help people who have something standing in the way of their financial health.
The Professional Bio
Derek F. Hagen, CFP®, FBS®, CFA, CIPM
Financial Health Advisor | Financial Behavior Coach
Derek Hagen is the founder of Money Health Solutions, a financial therapy and consulting firm. Money Health Solutions helps clients live intentionally and mindfully, using money as a tool to support their ideal life. He facilitates financial health by helping clients understand their own money psychology, lowering financial stress, and increasing confidence in financial decisions. Derek also started Money Health, a personal finance blog focusing on the psychology of money, using personal stories and simple sketches to help demystify money for readers.
Derek has worked in financial services for over 15 years, including serving as Vice President of Investments and Planning for an investment advising firm, and Director of Wealth Management for a wealth management firm. He makes it his number one priority to simplify money matters, using plain English. He is professionally trained in financial psychology, financial behavior, financial planning, and behavioral finance.
In his spare time, Derek enjoys playing squash, practicing Kung Fu, and all things outdoors, especially camping, hiking, running, and biking.
Bachelor of Arts (Summa Cum Laude) in economics: Minnesota State University Moorhead
Graduate Certificate in financial psychology and behavioral finance: Creighton University
Certified Financial Behavior Specialist® (FBS®)
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Financial Analyst (CFA)
Certificate in Investment Performance Measurement (CIPM)