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Entrust Self-Directed IRA Office - Massachusetts Area

Patrick Hagen, CISP

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Contact Information

100 TradeCenter Suite G-700
Woburn, MA 01801
Phone: (636) 681-1312
Fax: (866) 442-1046

See map: Google Maps 

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About Patrick Hagen, Regional Business Development Manager

Patrick Hagen has worked in the self-directed retirement industry with The Entrust Group since 2005. He is a native of St. Louis and a graduate of the University of Missouri-Columbia.

Prior to opening the St. Louis Entrust office, Patrick served as the Director of Financial Education Services for the Entrust office in Louisville, CO. Earlier in his career, he started and managed an Entrust office in North Central Florida.

Patrick 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 IRS rules and regulations. He has experience with IRA/401(k) investments in real estate, precious metals, private placements, notes and other alternative investments. He has a very firm grasp on UBIT and unrelated debt financed income tax, and has developed constructive ways to teach investors how and when they apply. Patrick has taught continuing education courses and given live presentations to investors, CPAs, attorneys and financial planners throughout the country.

You can register to attend Patrick's in-person events in the Missouri area, or his national online events, through our Learning Center.