Michael Wagner

Website

Michael Wagner has over 25 years of experience in the financial services industry. He believes, first and foremost, in the financial planning process when dispensing advice to clients. His focus is on money manager research, tracking and analysis of current investment solutions, and identification of suitable new solutions for his and the team's clients. As a CERTIFIED FINANCIAL PLANNER^TM, 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.

Michael holds the CERTIFIED FINANCIAL PLANNER^TM certification. He earned his Bachelor of Science degree in Finance from Arizona State University.