Broker Check
Charles Wagner, MBA CFP®

Charles Wagner, MBA CFP®

Founder

Charles Wagner, MBA CFP® founded Wagner Financial Services LLC in 2010 after working as an Advisor for Spence Asset Management for 17 years. He began his financial services career in 1992 after nearly 20 years in the Human Resources Management business. He has a BA in Business and an MBA from New Mexico State University.  He also is a graduate of the College for Financial Planning in Denver, CO and earned his Certified Financial Planner certification in 1997.

Charles is an active member of his community. He served as an officer with the New Mexico Financial Planning Association including two years as President. He currently serves on the Patron Board for the local PBS radio/television station. He is currently President of the local Sertoma club a civic organization.