We are passionate and committed to helping individuals, families, and businesses with their finances. We work diligently to develop plans that carefully balance investment strategies and preservation of capital according to each client’s unique goals.
CERTIFIED FINANCIAL PLANNER™
Stephen is a Certified Financial Planner™ (CFP®) and Investment Advisor Representative with Integrity Wealth Advisors. Since 1989, Stephen has helped individuals, families, and businesses make wise and educated financial decisions. He oversees all financial planning and investment research activities within the firm.
As an Wealth Management Assistant, Chris assists in helping individuals, families and businesses with their financial planning goals and objectives. He oversees all insurance planning operations and is a Certified Plan Fiduciary Advisor, which qualifies him to consult business owners and HR executives on pension planning, such as 401k plans.
Sharon has worked for Wagner Financial since 2004 and holds both the Financial Industry Regulatory Authority (FINRA) Series 6 and 63, registration held with LPL Financial. She also holds the Financial Paraplanner Qualified Professional™ (FPQP™) designation. Sharon oversees branch procedures and enjoys working with clients to assure smooth transitions and servicing of accounts.
Laine is the newest member of the Wagner Financial team. She has spent the last 5 years in the Financial Services industry as a fiduciary, assisting clients on personal finances, specifically, retirement planning and education, estate planning, and large purchase planning. Laine holds FINRA Series 7 and 66 licenses, as well as a California life, health, and Long Term insurance license.
Jessamyn joined Wagner Financial in 2000. She schedules client meetings and assists Sharon Medina with administrative duties, client event scheduling. Jessamyn has received the Financial Paraplanner Qualified Professional™ designation.
Jessica assists in general client account inquiries and is our Account Aggregation (WealthVault) Specialist, setting clients up with software that will enable them to see all of their financial assets and responsibilities at a glance. She currently holds the Financial Paraplanner Qualified Professional™ designation.
Madison is the newest member at Wagner Financial, she assists Jessamyn in scheduling client meetings and greets clients at the front desk. She has been awarded the CA Seal of Bi-literacy and has the Financial Paraplanner Qualified Professional™ designation.