Michael Wagner, CFP®
PWM Financial Planner
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Experience & Expertise
Michael Wagner has nearly 20 years of experience in the financial services industry. His focus is on money manager research, tracking and analysis of current investment solutions, and identification of suitable new solutions for the team's clients. Michael also coordinates the team’s fixed income business and syndicate participation, as well as being responsible for providing education to participants in 401(k) plans served by The Hock Group.
He has had a long and successful history of in-depth client support, emphasizing on trading, cost basis reporting, compilation of financial plans and account information for our client reviews. He is intimately familiar with our unique processes and best practices, and is a firm believer in our clients come first philosophy.
Education & Professional Designations
Michael holds the CERTIFIED FINANCIAL PLANNERTM certification. He earned his Bachelor of Science degree in Finance from Arizona State University.
Family & Community
Michael and his wife Krissy live in Arcadia with their two daughters, Mila and Natalie. When they are not busy with dance recitals and school functions, they also enjoy family outings to the beautiful parks of Arizona. A Wisconsin native, Mike is an avid Wisconsin Badgers and Green Bay Packers fan and enjoys golfing.
"I strive to help clients create the financial security and independence that allows them the freedom to live life unencumbered by financial stress and worries; afffording them the freedom to enjoy life on a day-to-day and long term basis." -Michael
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirement.