William Wagner Email & Phone Number
CFP at Independent Financial Group @ Independent Financial Group, LLC
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William Wagner Location
- Fair Oaks, CA, US
William Wagner Work
- CFP at Independent Financial Group @ (January 2026 - Present)
- CFP @ (February 2023 - January 2026)
- CFP© (April 2019 - February 2023)
- Chief Financial Officer @ (August 2018 - April 2019)
- CFP®, Financial Advisor, Elevon Wealth Management and Raymond James @ (January 2018 - February 2019)
- CFP®, Financial Advisor @ (July 2009 - January 2018)
- Financial Advisor @ (November 1999 - June 2009)
- Certified Public Accountant @ Wagner & Co, CPA (January 1990 - November 1999)
- Group Manager, Financial Analysis @ (June 1978 - November 1989)
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.
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