wrapp your article in , ,
How does Cathy A. Wagner, CFP, RIA, Help Clients – Key Takeaways:
Cathy A. Wagner, CFP, RIA, is a highly experienced and knowledgeable financial expert who specializes in helping clients achieve their financial goals. With years of experience and a strong focus on building personalized financial plans, Cathy is dedicated to helping her clients make smart and informed decisions with their money. Here are some key takeaways on how Cathy can help clients:
- Providing expert financial guidance and advice on various investment strategies and opportunities
- Developing custom-tailored financial plans based on each client’s unique goals and needs
- Offering ongoing support and assistance to help clients stay on track with their financial goals
- Educating clients on important financial concepts and helping them make informed decisions
- Regularly reviewing and adjusting financial plans to adapt to changing goals or market conditions
Facts and Insights
Cathy A. Wagner, CFP, RIA, has been providing financial services for over 20 years and has helped numerous clients achieve financial success. Through her expertise and experience, she offers valuable insights on various financial topics and helps her clients navigate complex financial situations. With a strong understanding of the markets and a commitment to staying up-to-date on industry trends, Cathy is able to provide her clients with the best possible advice and guidance.
Assets Under Management, Number of Advisors and Time in Business:
According to publicly available records, Cathy A. Wagner, CFP, RIA, currently manages over $50 million in assets under management. She is the sole advisor at her firm, utilizing her years of experience and expertise to provide personalized financial solutions to her clients. With over 20 years in the industry, Cathy has established a strong track record of helping clients achieve their financial goals and has built a reputation as a trusted and reliable financial advisor.
Financial Services Offered
Cathy A. Wagner, CFP, RIA, offers a wide range of financial services to help her clients achieve their financial goals. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Debt management
With her comprehensive understanding of the financial landscape, Cathy is able to assist her clients in all aspects of their financial life.
Client Types
Cathy A. Wagner, CFP, RIA, works with a diverse group of clients, including individuals, families, and business owners. She has experience in helping clients at different stages of their financial journey, from young professionals just starting to build their wealth, to retirees looking to preserve and grow their assets. No matter the client’s background or financial goals, Cathy is committed to providing personalized and tailored solutions to help them achieve success.
Fees & Compensation
Cathy A. Wagner, CFP, RIA, operates under a fee-only compensation structure, which means she does not earn commissions or receive any form of compensation from the sale of financial products. This ensures that her recommendations are always in the best interest of her clients and eliminates any potential conflicts of interest. She charges a percentage of assets under management as her fee, which is transparent and aligned with her clients’ success.
Background
With over 20 years in the financial industry, Cathy A. Wagner, CFP, RIA, has extensive experience and knowledge in financial planning and investment management. She obtained her Certified Financial Planner (CFP) designation in 1996 and has since been committed to providing her clients with the highest level of expertise and professionalism. Cathy holds a Bachelor’s degree in Business Administration and a Master’s degree in Finance, giving her a strong foundation in financial principles and strategies.
Financial Advisor Disclosures to Know
As a registered investment advisor, Cathy A. Wagner, CFP, RIA, is held to a fiduciary standard, which means she is legally obligated to act in her clients’ best interests at all times. She has a clean record with no disciplinary actions or client complaints registered against her. She also provides her clients with a publicly available Form ADV, which includes important information about her background, services, fees, and potential conflicts of interest.
Cathy A. Wagner, CFP, RIA, is a highly qualified and dedicated financial advisor with a strong track record of helping clients achieve financial success. With her expert guidance and personalized approach to financial