William Wagner Email & Phone Number
CFP at Independent Financial Group @ Independent Financial Group, LLC
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
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 3 mobile phone numbers on RocketReach.
Looking for a different William Wagner?
Find contact details for 700 million professionals.
Others Named William Wagner
William Wagner
Co-owner and President
Rome, GA, US
William Wagner
Senior Vice President Engineered Risk
Houston, TX, US
William Wagner
President
Los Angeles, CA, US
William Wagner
Founder | Web Developer
California, United States
Top Independent Financial Group, LLC Employees
Kevin Keefe
President and COO
San Diego, CA, US
Miles Weatherup
Director, Advisory Product Management
San Diego, CA, US
David Fischer
Co-Founder and CMO
San Diego, CA, US
Travis Hicks
Vice President of Alternative Investments
San Diego, CA, US
Matthew Scanlon
Financial Advisor
Phoenix, AZ, US
Troy Pearson
Director of Operations
Valley Center, CA, US
Scott Davis
SVP and CFO
Carlsbad, CA, US
Sarah Kreisman
SVP and General Counsel
San Diego, CA, US
Colby Taylor
Director, Alternative Investment Consulting
California, United States
John Podesto
Financial Advisor
San Marcos, CA, US
Chad Cristo
Head of Business Development, west
San Diego, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co