Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Hal Kaigler CFP®
Financial Advisor, Associate Vice President – Investments
MY PROFESSIONAL APPROACH
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
MY BACKGROUND
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor and facilitated the opening of our Gulfport, MS, office. I began my financial services career in 1995, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Outside of work, I enjoy spending time with my wife, Natalie; and our two children, Lucy and Avery. In addition, I like to barbeque, brew beer, fish, sail, travel, and attend Ole Miss games.
AREAS OF CONCENTRATION
- Asset Allocation
- Education Planning Strategies
- Estate Planning Strategies
- Financial Planning Strategies
- Investment Strategies
- Retirement Planning Strategies
- Wealth Management
EDUCATION
- University of Mississippi, Bachelor in Business Administration Degree in Banking & Finance and Managerial Finance
- CERTIFIED FINANCIAL PLANNER™ professional (CFP®), 2005
My Community Activities
- Local Ole Miss Alumni Association, Member
- Rotary Club of Gulfport, Member
- Salvation Army, Volunteer
- Trinity United Methodist Church, Member
Phone 228-284-3131
Toll Free Phone 866-284-5411
Phone (Direct) 228-284-3131
Check the background of this investment professional on FINRA’s BrokerCheck