William Wagner Email & Phone Number
CFP at Independent Financial Group @ Independent Financial Group, LLC
5 free lookup(s).
William Wagner Location
- Fair Oaks, CA, US
William Wagner Work
- 2026 -now CFP at Independent Financial Group @
- 2023 -2026 CFP @
- 2019 -2023 CFP©
- 2018 -2019 Chief Financial Officer @
- 2018 -2019 CFP®, Financial Advisor, Elevon Wealth Management and Raymond James @
- 2009 -2018 CFP®, Financial Advisor @
- 1999 -2009 Financial Advisor @
- 1990 -1999 Certified Public Accountant @ Wagner & Co, CPA
- 1978 -1989 Group Manager, Financial Analysis @
William Wagner Education
- Fairleigh Dickinson University
Master of Business Administration (MBA) (Executive MBA Program)
1986-1988 - University of San Francisco
Bachelor of Science (BS) (Accounting)
1976-1978
William Wagner Skills
- Wealth Management
- Mutual Funds
- Investments
- Retirement
- Investment Advisory
- Strategic Financial Planning
- Asset Allocation
- Series 63
- Financial Advisory
- Securities
- Portfolio Management
- Investment Strategies
- Estate Planning
- Fixed Annuities
- Equities
- Series 7
- Retirement Planning
William Wagner Summary
- William Wagner, based in Fair Oaks, CA, US, is currently a CFP at Independent Financial Group at Independent Financial Group, LLC. William Wagner brings experience from previous roles at Summit Financial, Self-Employed Contractor, Golden One Group and Raymond James. William Wagner holds a 1986 - 1988 Master of Business Administration (MBA) in Executive MBA Program @ Fairleigh Dickinson University. With a robust skill set that includes Wealth Management, Mutual Funds, Investments, Retirement, Investment Advisory and more. William Wagner has 2 emails and 2 mobile phone numbers on RocketReach.
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