CATHY A. WAGNER, CFP, RIA

Overview

Cathy A. Wagner operates a small, fee-for-service advisory practice organized as a corporation and owned by Cathy A. Wagner. The firm’s primary advisory activity is financial planning delivered on an hourly or fixed-fee basis rather than through ongoing asset-based fees. In addition to planning work, Cathy A. Wagner serves as a registered representative of a broker-dealer and acts as an insurance broker, which shapes how investment and insurance solutions are delivered to clients. The firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator; its activity profile points to a planning-centric business that uses brokerage and insurance channels for implementation.

Assets & Accounts

Investments & Alternatives

Location & Offices