Hannah Szarszewski, CFP®, AFC®
Life Focused Financial Planning
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Blue Mountain Financial Planning
Hannah Szarszewski, CFP®, AFC®
Melissa, TX
Serving Clients Nationwide
Life Focused Financial Planning
Areas of Focus
- Education Funding
- Fertility Challenges
- Financial Life Planning
- Retirement Planning
- Taxes
About Me
Hi, I'm Hannah Szarszewski. So, where to start? Sometimes I laugh at my own jokes (my husband would say most of the time). My dog is my child and I’m an animal lover through and through. I inhale coffee. One of my hobbies is tasting coffee beans from around the world. Also, I’m a book nerd. I worked at a bookstore for many years before going back to school for a degree.I think the best band ever is The Beatles (team Paul all the way). My favorite TV show is Friends and my husband’s is The Office so I’m likely to reference them from time to time. I also appreciate TV shows and movies set in space.
I’m from Texas but I lived in Alaska for years – beautiful beyond belief and amazing people. Yes, poisonous bugs and snakes scare me more than Alaskan wildlife (a bear can’t hide under your bed). Lastly, I find classical music so engaging that I can’t use it for background music. I started as a vocal performance major in college before changing paths to financial planning. I have a minor in music to show for it.
➕ Additional Background Information
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.
Professional Designations
- Accredited Financial Counselor (AFC)
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
AFCPE
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
Melissa, TX
Additional Locations
📍 Satellite office in Lubbock, TX
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to visit my website, then click the 'Schedule Free Consultation' button at the top right. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Blue Mountain Financial Planning is based in Melissa, Texas, with a satellite location in Lubbock, Texas. We meet with clients near and far virtually. We offer both ongoing and one-time financial planning services.We primarily work with young families and young couples in their 20s, 30s, and 40s, but we’re happy to have a conversation with anyone. To learn more about who we work with and how to work together, follow the links below. Also, as a part of the free consultation we’ll provide guidance on what may be the best fit.
✅ Independent Fiduciary: Not bound by certain solutions or products – your interests come first 100% of the time
✅ Commission-Free: Transparent pricing with no product sales & no commissions EVER
✅ No Account Minimums: Everyone deserves real financial planning
✅ CFP® Professional: The standard of excellence for financial planners
Education
Texas Tech University, Bachelor of Science (BS), Personal Financial Planning, with Music Minor
Hobbies and Interests
- Animals
- Music
- Reading
SEC Lookup
View DisclosureWho We Serve
- Couples
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Parents
- Women Professionals
- Young Families
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