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@octaviawa.com
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3 phones found area 513
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LinkedIn matched
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Marc Wagner, Cfp® is listed as Partner/Wealth Advisor at Octavia Wealth Advisors at Octavia Wealth Advisors, a company with 25 employees, based in Cincinnati Metropolitan Area, United States, United States. AeroLeads shows a work email signal at octaviawa.com, phone signal with area code 513, and a matched LinkedIn profile for Marc Wagner, Cfp®.
Marc Wagner, Cfp® previously worked as Partner/Wealth Advisor at Octavia Wealth Advisors and Chief Financial Officer at Octavia Wealth Advisors. Marc Wagner, Cfp® holds Bs, Human And Organizational Development from Vanderbilt University.
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AeroLeads found 1 current-domain work email signal for Marc Wagner, Cfp®. Compare company email patterns before reaching out.
I am a founding partner and wealth advisor who also serves as chief financial officer at Octavia Wealth Advisors. Fueled by a high level of intellectual curiosity, I am a consummate problem solver who is not satisfied until I have found an appropriate solution. I provide assistance with planning and technical issues to the entire Octavia team. As CFO, I also manage the firm’s finances and serve as a technology expert. I work to build infrastructure for the financial and technical side of the firm, which enhances our advisors’ ability to better serve their clients.Before becoming a founder of Octavia, I spent over 18 years as a financial consultant at Midwest Financial Partners working with clients and managing the firm’s finances. Previously, I worked as a computer consultant, helping to design and implement portfolio management software for financial advisors.I received a Bachelor of Science degree in human and organizational development from Vanderbilt University. I also completed an executive education course called “At Retirement” at the Wharton School of Business at the University of Pennsylvania. In addition, I am a Certified Financial Planner (CFP®).
Listed skills include Financial Services, Financial Planning, Retirement Planning, Wealth Management, and 2 others.
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Cincinnati, Ohio, United States
Financial Planning & Investment Management – Octavia Wealth AdvisorsOctavia Wealth Advisors is an independent registered investment advisor committed to building lifelong partnerships with individuals, families, and businesses at all income levels. Through a diversified team of experts, the firm provides integrated wealth and risk management as well as.
Cincinnati, Ohio, United States
As chief financial officer, I manage the firm’s finances and serve as a technology expert.
Worked with clients to design and implement CRM software solutions
Other employees you can reach at octaviawa.com. View company contacts for 25 employees →
Xavier Mendoza, Jr., Clu®, Ricp®, Aif®
Colleague at Octavia Wealth Advisors
San Diego, California, United States, United States
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Brenda Keefe
Colleague at Octavia Wealth Advisors
Dayton, Ohio, United States, United States
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DH
Donald Hughett
Colleague at Octavia Wealth Advisors
Cincinnati, Ohio, United States, United States
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ML
Marcia Lusnak
Colleague at Octavia Wealth Advisors
Cincinnati Metropolitan Area, United States
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MI
Michael Ingram Cfp®Aif®
Colleague at Octavia Wealth Advisors
San Diego, California, United States, United States
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DY
David Yeazell
Colleague at Octavia Wealth Advisors
Cincinnati, Ohio, United States, United States
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JS
Justin Setzekorn, Cfp®
Colleague at Octavia Wealth Advisors
Cincinnati, Ohio, United States, United States
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AS
Andrew Seni
Colleague at Octavia Wealth Advisors
Dayton Metropolitan Area, United States
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NS
Noah Stomberg
Colleague at Octavia Wealth Advisors
Los Angeles, California, United States, United States
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MM
Maxim Meyers, Cfp®
Colleague at Octavia Wealth Advisors
Cincinnati, Ohio, United States, United States
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Quick answers generated from the profile data available on this page.
Marc Wagner, Cfp® works for Octavia Wealth Advisors.
Marc Wagner, Cfp® is listed as Partner/Wealth Advisor at Octavia Wealth Advisors at Octavia Wealth Advisors.
AeroLeads has found 1 work email signal at @octaviawa.com for Marc Wagner, Cfp® at Octavia Wealth Advisors.
AeroLeads has found 3 phone signal(s) with area code 513 for Marc Wagner, Cfp® at Octavia Wealth Advisors.
Marc Wagner, Cfp® is based in Cincinnati Metropolitan Area, United States, United States while working with Octavia Wealth Advisors.
Marc Wagner, Cfp® has worked for Octavia Wealth Advisors, Midwest Financial Partners, Llc, and Ch Mack, Inc..
Marc Wagner, Cfp®'s colleagues at Octavia Wealth Advisors include Xavier Mendoza, Jr., Clu®, Ricp®, Aif®, Brenda Keefe, Donald Hughett, Marcia Lusnak, and Michael Ingram Cfp®Aif®.
You can use AeroLeads to view verified contact signals for Marc Wagner, Cfp® at Octavia Wealth Advisors, including work email, phone, and LinkedIn data when available.
Marc Wagner, Cfp® holds Bs, Human And Organizational Development from Vanderbilt University.
Marc Wagner, Cfp® is listed with skills including Financial Services, Financial Planning, Retirement Planning, Wealth Management, Insurance Strategies, and Estate Planning Strategies.
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