Joe Hagler, Financial Advisor

Joe Hagler, Financial Advisor Joe and his team provide a wide range of investment advisory, financial, insurance and employee bene Please see website for disclosures at www.artisancap.com

Joe and his team provide a wide range of investment advisory, financial, insurance and employee benefit planning services to individuals, businesses, and non-for-profit institutions throughout California and in other selected states where registered. Joe is an financial advisor with Artisan Capital Partners/Hagler Financial Services. With more than 30-years of experience he and his team work with

clients in designing investment and insurance strategies to address their financial affairs. Having entered the financial services industry in the mid-1980s, Joe has built a clientele that consists of individuals and businesses. His clients benefit from the broad array of services offered through his company. Joe’s extensive experience and industry knowledge enable him to effectively and consistently help clients manage, plan and execute cost effective financial and insurance programs to help accomplish their goals.

Wondering about your choices for putting aside money for retirement? Learn more about your options.
09/01/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

The key to healthcare in retirement might be a patchwork of different choices.
08/25/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

What did it take to become the richest man in Babylon?
08/18/2026

What did it take to become the richest man in Babylon?

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/12/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

08/11/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

08/04/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.
07/28/2026

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

Protect yourself against the damage that your homeowners policy doesn’t cover.

Protect yourself from identity theft.
07/21/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
07/14/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

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1420 E Chapman Avenue
Orange, CA
92866

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+17146330660

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