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portrait of Lisa M Wagner
FINANCIAL ADVISOR

Lisa M Wagner

RICP®, AAMS™, CRPC™
20 N Grand Ave Suite 104, Ft Thomas, KY 41075opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Lisa

As a lifelong resident of Northern Kentucky, I'm eager to help community members achieve financial wellness through personalized, goals-based advice. I am a former teacher with a passion for education and take pride in empowering clients with the knowledge they need to make informed financial decisions. The RICP® and CRPC™ designations I have earned provide me with expanded knowledge to help simplify the often-complex world of investments and retirement planning.

The following guide my client relationships:

1. Meet you where you're at on your journey to financial wellness.
2. Speak the hard truths when appropriate.
3. Celebrate alongside you as you...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews

Work History

  • Edward JonesMarch 2023 to Current
  • Protective Life Insurance CoDecember 2014 to February 2023

Certifications

  • RICP®

    Retirement Income Certified Professional®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Liberty UniversityMaster of Education

Personal Interests

  • Hiking
  • Outdoor Enthusiast
  • Reading
  • Social Responsibility
  • Spending Time with Family

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(859) 814-8428

Fax

(855) 677-2254

Office Address

20 N Grand Ave Suite 104
Ft Thomas, KY 41075opens in a new window

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