Cathy A. Wagner, CFP<sup>&reg;</sup> - Financial Advisor

Cathy A. Wagner, CFP®

Wagner Advisory Group

2662 W Lake Rd
Palm Harbor, FL 34684
FINANCIAL ADVISOR'S WEBSITE
(727) 789-3691 CONNECT WITH Cathy
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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.

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Financial Advisor Certifications

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

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Helpful Financial Planning Resources