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Wagner & Associates

Our Firm

Offering Clients Personalized Care and Trusted Guidance

Wagner & Associates was founded by Carmen Wagner in 1989. After working in nursing for nearly a decade, growing her own family, and helping her father with his finances, she saw just how many moments in life can benefit from professional financial assistance and preparation. She returned to the workforce, founding her own firm. She initially focused on Medicare assistance, but in 1999 expanded her firm to include financial and investment services.

Today, more than 26 years later, the professionals at Wagner & Associates serve clients on the West Coast and Hawaii.  We help individuals and families navigate the complexities of retirement and pursue their vision of a financially independent and comfortable future. We believe all clients should be treated with a high level of care and personal attention. As a team, we treat our clients the way we would want to be treated and only recommend strategies we believe align with their individual goals.

We are committed to helping you work through a critical time period in life and provide you with a retirement strategy that addresses a myriad of needs and issues, such as estate concerns, Traditional, SIMPLE, SEP IRA's, and 401(k) rollovers.  We also assist with Medicare insurance, and Social Security education.