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Michael Wagner, CFP®

Michael Wagner, CFP®

PWM Financial Planner | Vice President

Experience & Expertise

Michael Wagner has over 20 years of experience in the financial services industry. He believes, first and foremost, in the financial planning process. 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. As a CERTIFIED FINANCIAL PLANNERTM, Michael also recognizes the importance of planning, and has taken the lead role in our tax planning services and coordination with clients' tax advisors.  He 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.

Having spent his entire professional career with our team, Mike 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 three daughters, Mila, Natalie, and Estee. When they are not busy with dance recitals, soccer, 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; affording 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.