David Wagner Email & Phone Number
CEO and Co-Founder @ Tidecrest Wealth Management, LLC
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David Wagner Location
- Newport Beach, CA, US
David Wagner Work
- CEO and Co-Founder @ (August 2024 - Present)
- Senior Vice President - Wealth Management Advisor @ (December 2016 - August 2024)
- Vice President @ (December 2006 - December 2016)
- Founder and Principal @ (January 2004 - December 2006)
- Senior Advisor - Wealth and Tax Advisory @ (July 2002 - January 2004)
- Senior Associate - Private Client Services @ Arthur Andersen & Co. (July 1999 - June 2002)
David Wagner Education
- USC Marshall School of Business
Masters of Business Administration (MBA, Financial Markets & Investments)
2008-2011 - University of Southern California
Graduate Certificate (Financial Analysis & Valuation)
2008-2011 - UC Santa Barbara
Bachelor's Degree (Economics and Accounting)
2000
David Wagner Skills
- 401(k) Retirement Savings Plans
- Accounting
- Asset Allocation
- Auditing
- Capital Markets
- Customized Retirement Planning
- Customized Wealth Planning
- Defined Benefit Plans
- Estate and Retirement Planning Services
- Estate and Wealth Planning Services
- Family Financial Advisor
- Family Wealth Management Strategies
- Finance and Investment
- Financial Analysis
- Financial Consulting
- Financial Markets
- Financial Planning
- Financial Strategies
- Goals Based investment strategies
- Investment
- Investment Advice
- Investment Analysis
- Investment Analysis - Portfolio Construction
- Investment Management
- Investment Planning
- Investment Portfolio Management
- Investment Selection
- Investment Strategies
- Investments
- Portfolio Management and Investment Stratgies
- Portfolio Manager
- Retirement Planning
- Socially Responsible Portfolio Construction
- Strategic Portfolio Construction
- Tax
- Wealth Management Services
- Wealth Planning and Investment Management
David Wagner Summary
- David Wagner, based in Newport Beach, CA, US, is currently a CEO and Co-Founder at Tidecrest Wealth Management, LLC. David Wagner brings experience from previous roles at Merrill Lynch Wealth Management, Morgan Stanley, Breakwater Investments and HSBC. David Wagner holds a 2008 - 2011 Masters of Business Administration in MBA, Financial Markets & Investments @ USC Marshall School of Business. With a robust skill set that includes 401(k) Retirement Savings Plans, Accounting, Asset Allocation, Auditing, Capital Markets and more. David Wagner has 1 emails and 12 mobile phone numbers on RocketReach.
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Top Tidecrest Wealth Management, LLC Employees
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