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Greg Wagner, Financial Advisor

FINANCIAL ADVISOR
Greg Wagner

CFP®, ChFC®, CEPA®, AAMS™
5530 Wisconsin Avenue Ste 533, Chevy Chase, MD 20815opens in a new window
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • College Savings
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Sustainable investing

About Greg

As a financial advisor, one of my services is providing an objective opinion. After working hard for your money, deciding what to do with it naturally involves emotion. Sometimes that emotion can motivate you, but other times it can obscure your view of alternative options. I can help.

I often compare managing your finances to driving a car. When you don’t have clear directions or get lost, it may cause anxiety. By working together, you have a navigator to evaluate your current location and your destination goal, helping avoid detours and unnecessary bumps along the way. By focusing on what we...

Work History

  • Edward JonesOctober 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Wake Forest UnivBachelor of Science

Team Members

  • Teresa Cabotaje
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Phone

(301) 941-1329

Fax

(855) 216-2082

Office Address

5530 Wisconsin Avenue Ste 533
Chevy Chase, MD 20815opens in a new window

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