Wayne Wagner

About Wayne Wagner

For over 15 years I have helped my clients with their investment and career plans. By applying a consistent approach of diversification, attention to detail and strict buy and sell processes, I have helped clients pursue their financial goals through various market cycles. I am driven to provide clients with sound investment strategies and products that help give confidence that investments are being looked after carefully, thus allowing them to focus on what is truly important – family, career and a lasting impact on their communities. At Vizionary Wealth Management our goal is to help high net worth families, business owners, and executives in the life science industry develop and execute financial strategies and make educated investment decisions that align with their goals… In short – Perspective for the Decisions Ahead.It is important that our clients understand that we work for them. It is your money - we are here to support (guide) you in your financial decisions - you are in control of the process. We have the benefit of working with WealthPlan Investment Management to provide objective biased free advice. Your goals come first. By aligning myself with WealthPlan Investment Management, I am able to best serve our client’s vision of the future by providing unbiased research and solutions backed by expert training and support, independent of any proprietary products or investment banking relationships.Full-service wealth management for executives in the Life Sciences.Chartered Financial Consultant (ChFC)Advisory services offered through WealthPlan Investment Management. WealthPlan Investment Management and Vizionary Wealth Management are separate entities.Please see for full disclosures. Please find link in Contact and Personal Info.Third-party comments may not be representative of all customer experiences.

Experience

1. President

   Vizionary Wealth Management

   Jan 2011 — Present

   Specializing in building the personal legacies of Pharma Execs in more than 20 states and clients around the world

Education

• Cairn University

  BS, BA, Math Education; Bible

  1990 — 1995

• The American College of Financial Services

  ChFC, Chartered Financial Consultant

  1999 — 2002

Skills

• Business Development
• Wealth Management
• Financial Planning
• Investments
• Securities
• Cross-Functional Team Leadership
• Marketing Strategy
• Finance
• Independent Financial Advice
• Financial Services
• Financial Advisory
• Management
• Strategic Planning
• Pharmaceutical Industry
• Strategy
• Leadership
• Portfolio Management
• Legacy Planning
• Career Transitioning
• Investment Strategies
• Alternative Investments