Richard G Wagner is a MEMBERS Financial Services Representative serving CFE Federal Credit Union members.
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Richard G Wagner
Financial Advisor
The MEMBERS Financial Services
Center located at:
1000 Primera Blvd
Lake Mary,
FL
32746
Phone: (407) 228-7600
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Retirement Planning
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Wealth Management
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Portfolio Management
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Investment Management
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Tax-advantaged Investment Planning
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Insurance Planning
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Education Funding
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401(k) Planning
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Comprehensive Financial Guidance
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Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.
As a trusted partner of
CFE, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child's or grandchild's education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.
It's easy to get started. Please contact me for a no-cost, no-obligation consultation.
My education . . . - Mercer University, B.A., Business Administration and International Studies, 1983.
- Georgia Tech Management Institute, completed certification curriculum in asset management, 1995.
Affiliations . . . - Chamber of Commerce, Maitland, FL
- Orlando Jaycees
- Fellowship of Christian Athletes
Career Highlights . . . - Executive Management role with multi-national, Fortune 500 Company.
- Chief product and finance liaison to Federal, State and County government officials.
- Wall Street advisor training with Morgan Stanley Global Wealth Management Group.
Personal . . . Devoted father to two teenage daughters.
Former collegiate athlete, enjoys most sports and staying physically active.
Volunteer to favorite causes, Habitat for Humanity and Big Brothers.
Member of Winter Park Presbyterian Church.
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CFE FCU,
1000 Primera Blvd,
Lake Mary,
FL
32746
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All branches served by appointment call 407-228-7600 Option 1
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CFE FCU,
215 Oxford Rd,
Fern Park,
FL
32730
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All branches served by appointment call 407-228-7600
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