Broker Check
Contact UsClient Login

Schedule An Appointment

(800) 467-0480 - Toll Free

(480) 776-5960 - Phoenix, AZ

(949) 424-6131 - Laguna Niguel, CA

Rick Wagner

Rick Wagner

Financial Planner

 

As a Financial Planner with Ironwood Wealth Management, Rick meets with clients to develop and implement personalized financial plans. Rick is also heavily involved with conducting client reviews.  Rick has experience in tax planning, retirement planning, college funding analysis, risk management assessment and charitable giving strategies. Rick is passionate about the ongoing role of helping guide Ironwood clients towards reaching their financial goals. 

Education/Licenses:

·         Graduated Magna Cum Laude at Northern Arizona University

·         Life and Health Insurance Licensed

Professional Areas of Specialty:

·         Strategic Retirement Distribution Planning

·         Tax Minimization Strategies

·         Long Term Care Analysis

·         Pension Maximization

·         Risk Management Analysis 

On a personal note, Rick has always had a passion for helping people learn and encouraging personal growth.  After teaching for a number of years, Rick brought his skills to the financial services industry.  Prior to joining Ironwood, Rick was an advisor at a fellow wealth management firm and helped folks with their financial needs.  Rick joined Ironwood in mid-2013 and quickly became a very valuable addition to the team.  He enjoys spending time meeting with clients as part of our team planning approach.  

Rick and his wife Jenn are very active in their church, love to travel internationally, enjoy hosting people/parties, and spend as much time as possible with their daughters Kaiya and Vienna.