Michael Wagner, CFP<sup>®</sup>

Michael Wagner, CFP®

PWM Financial Planner

Phone: 602-224-4963
Fax: 602-224-4950
E-mail:
 

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Experience & Expertise

Michael Wagner has over 15 years of experience in the financial services industry. His focus is on research, tracking and analysis of current investment solutions, and identification of suitable new solutions for his clients. Michael also coordinates the team’s fixed income business and syndicate participation, as well as being responsible for reviewing the fundamentals of investing with new clients' 401(k) plans managed by The Hock Group.

He has had a long and successful history of in-depth client support, emphasizing on mutual fund research, 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. They also have two dogs and actively volunteer their time in the community with the Arizona Humane Society. 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  CFP Logo in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirement.