Steffan H. Hagendorf
Managing Director & Senior Financial Advisor
Corporate Headquarters- Port Jefferson
Steffan H. Hagendorf is a Managing Director and Senior Financial Advisor at Coastline Wealth Management. Steffan has been serving the greater New York area and East Coast region for over 20 years and has expanded his presence to over 15 states throughout the U.S. After starting and running his independently owned Wells Fargo Advisor FINET practice for over 10 years, Steffan recently took his business fully independent by joining forces with Coastline Wealth Management. The combined firms will manage approximately $1.75 Billion in client assets.
With extensive experience in financial planning, he is often included in all aspects of his clients’ lives. His commitment to his client families is ensuring that expectations are managed and that the financial planning solutions remain relevant with his client’s goals and the economic and market zeitgeist.
In an ever more complex and volatile investing environment, Steffan’s business specializes in risk management, forensic analysis and auditing of a family’s personal and business assets and portfolios. “Our team mantra to our families is to know what you own, why you own it and what it is costing you.”, Steffan has been quoted saying. This elite and high-touch level of service is designed for hard-working successful individuals, families and organizations who require a highly customized investment program. “My client’s loyalty and friendships are humbling; many have been with me since before I had my children. We are truly family.”
Steffan began his financial service career with Merrill Lynch as a Financial Consultant. He later joined Citigroup Private Wealth Management where he served as Vice President for 8 years.
Steffan calls St. James, New York home and often travels to visit his clients throughout the country. Steffan graduated with Distinction from New York University, which he attended on an academic Scholarship and earned a degree in Economics and Journalism. Steffan enjoys time with his wife Robin and their 4 children: Sophia, Paul, Gabby and Jack.