Cathy A. Wagner, CFP^®

Wagner Advisory Group

2662 W Lake Rd
Palm Harbor, FL 34684

FINANCIAL ADVISOR'S WEBSITE

wagneradvisorygroup.com

(727) 789-3691 CONNECT WITH Cathy

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Importance of Financial Advisors

Gold Medal Services

General

Cathy Wagner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wagner Advisory Group in Palm Harbor, FL and the surrounding communities.

Financial Advisor Overview

Cathy is a Certified Financial Planner™ (CFP®) and President of the firm she founded in 1994. She has been a CFP® since 1986 and has devoted her entire career to helping clients plan their financial futures and is personally vested in their success. A leader and guide to her clients, Cathy is also a leader amongst her peers in the financial services industry. She has been a member of the President’s Elite Advisors at FSC Securities since 2008*, is frequently asked to speak as an authority on financial and retirement planning, and has been a frequent contributor to the media including The St. Petersburg Times and the TNB Weekly. Cathy is very involved in her community and has been a resident of Dunedin, FL for more than 30 years. She most recently is leading outreach efforts to increase financial literacy. Cathy has been married to her husband for 38 years and they have 3 children.

Securities Registrations or Exam Qualifications

7, 24, 27, 63

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Registrations: Series 7, 24, 27, 63, Life, Health, & Variable Annuity Licenses

Insurance Licenses

Life insurance
Health/disability insurance
Fixed annuities
Variable annuities

Broker-Dealer Affiliation

FSC Securities Corp.

Broker-Dealer Disclaimer

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances