David Wagner, Cfa®, Cfp® Email & Phone Number

Wealth management.  Advising select group of families and institutions.  *Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute. *Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. *Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

Listed skills include Financial Analysis, Family Wealth Management Strategies, Investment, Family Financial Advisor, and 21 others.