STRATA Trust Company Featured on Gaining Perspective Podcast

STRATA Trust Company featured on Gaining Perspective Podcast

Tune in to hear our National Director of Business Development, Patrick Hagen, talk with Robert Huebscher on Advisor Perspectives’ Gaining Perspective podcast about why advisors should consider self-directed IRAs.




About Gaining Perspective:

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.


About Patrick Hagen:

Patrick Hagen is the National Director of Business Development for STRATA Trust Company, a self-directed IRA custodian that specializes in holding alternative assets for IRA/401(k) account holders. Patrick has 16 years of experience in the self-directed IRA industry and has worked with thousands of self-directed IRA clients. He is extremely well versed in self-directed retirement plans and enjoys using his extensive, hands-on experience in the field to help investors understand their retirement plan investment options and the corresponding IRC rules and regulations.

He works with all types of self-directed IRAs investors; however, his primary focus is working within the private placement space. He works closely with a network of private equity firms, attorneys and private placement investors.

Tags: IRA, Roth IRA, SDIRA, self-directed ira, Traditional IRA