Pathway Financial Group is pleased to announce that Benjamin Hagy, Financial Advisor, has earned the Certified Financial Planner® (CFP®) certification. This respected credential demonstrates Ben’s commitment to high professional standards, ongoing education, and a client-first approach to financial planning.
The CFP® designation is widely recognized within the financial planning profession and requires successful completion of rigorous coursework, a comprehensive examination, verified experience, and adherence to the CFP® Board’s Code of Ethics and Standards of Conduct. Earning this designation reflects Ben’s dedication to providing informed, ethical, and customized financial guidance, and reinforces his commitment to delivering high-quality financial planning services to the individuals and families he serves.
Ben has a one-of-a-kind perspective due in part to his background. After graduating from Pennsylvania State University, he worked as an educator in the West Shore School District for more than a decade before working at the Public School Employees’ Retirement System (PSERS). His experience provides a valuable perspective on retirement planning for teachers and public servants.
Now, as a CFP® professional, Ben is further equipped to support clients with holistic financial planning that may include retirement strategies, investment planning,insurance needs, tax awareness, and estate planning coordination tailored to each client’s specific goals and life stage.
“Ben’s achievement of the CFP® certification reflects his dedication to ongoing professional growth and the value he brings to the Pathway team,” said a spokesperson for Pathway Financial. “His background and approach resonate with clients who appreciate clear, educational guidance as they navigate important financial decisions.”
Benjamin Hagy is licensed in Pennsylvania with his Series 7, 63, and 65 registrations, as well as life and health insurance credentials. Outside the office, he is an enthusiastic supporter of Penn State athletics and Philadelphia sports teams. Ben and his wife, Melissa, are active members of Lancaster Evangelical Free Church and enjoy spending time with their growing family.
About Pathway Financial Group
Pathway Financial Group is a comprehensive financial planning firm serving Lancaster County, along with nearby Berks and Lebanon counties. The firm is committed to helping individuals, families, and business owners make informed financial decisions through a client-focused approach. With an emphasis on long-term planning, Pathway’s advisors develop personalized strategies that reflect each client’s individual values and goals. For more information, please contact Pathway Financial Group.