meet the founder
Hannah Szarszewski, CFP®, AFC®
I'd love to meet you! Let's grab a cup of coffee over Zoom.
Hannah Szarszewski is the founder and principal financial planner of Blue Mountain Financial Planning, LLC. She focuses on integrating financial coaching and education into the financial planning process. She has partnered with clients of all ages and various walks of life to help them achieve financial independence and live life to the fullest.
Hannah is a Certified Financial Planner™ Professional and Accredited Financial Counselor® Practitioner. She has been awarded Top 40 Financial Planning Professionals Under 40 by InvestmentNews and Excellence in Financial Education by the Society of Financial Service Professionals. She has a Bachelor of Science in Personal Financial Planning from Texas Tech University, one of the most prestigious financial planning programs in the nation.
Prior to starting her own firm, she worked with clients at different financial planning firms in the Dallas-Fort Worth metroplex. Before that, she worked as a financial coach with a volunteer organization concentrated on financial counseling, education, and improving financial literacy.
Outside of work, Hannah enjoys spending time with her husband and dog, reading, and visiting new coffee shops and bookstores.
Hannah Szarszewski is a member of the National Association of Personal Financial Advisors, the Association for Financial Counseling & Planning Education, the XY Planning Network, the Fee Only Network, the Financial Planning Association, and the Melissa Area Chamber of Commerce.