Marc E. Wagner, CFP®

Marc E. Wagner, CFP®

Financial Professional Retirement Planning Specialist

Retirement Planning Specialist

Marc is on the financial planning team where he provides planning support and technical knowledge. Marc works comprehensively with his clients' wealth management plans, managing their long and short-term goals by providing a high level of service and education advice. His background includes working with a software company and designing portfolio and contact management software for financial advisors. He also developed a consulting practice focusing on assisting financial professionals to incorporate technology into their practices. In addition, he assisted in portfolio design and marketing campaigns for Prudential Securities.
 
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

California Insurance License #: 0M86284


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone 513-762-7725
Mobile Phone 513-484-4595
LinkedIn