Rick Wagner, ChFC®, CFP®

Rick serves as a Senior Wealth Advisor at Ironwood Wealth Management. In this role, he meets with clients to create financial plans that focus on tax minimization, risk mitigation, and retirement planning. Rick was motivated to pursue a career as a wealth advisor because he has always loved finance and maximizing money. More importantly, he hated seeing people making bad financial decisions and living a life less than they deserved. He is able to provide honesty, assurance, and guidance for his clients as he works to earn their appreciation through his patience and genuine desire to help.

Rick is an Arizona native. He grew up in up in Sierra Vista, attended Northern Arizona University, and now lives in Chandler with his wife and three kids. He strives to be the husband and father his family would be proud of in all that he does and echos his values of education, guidance, and care. Outside of the office, Rick enjoys playing hockey, traveling, hiking, and playing with his kids. He is also involved in his local church, in addition to the Phoenix Rescue Mission and other local organizations. It’s easy to see the pattern of how much Rick loves helping others.

Rick Wagner, ChFC®, CFP®

Senior Wealth Advisor & Director of Advisor Training and Development

480-776-5961