Cathy A. Wagner, CFP®
President and Founder
As a Certified Financial Planner™ (CFP®) and President of the firm she founded in 1986, Cathy has spent decades guiding individuals and families toward financial security and success. Her passion for financial planning is deeply personal—she is wholly committed to helping her clients build their futures with confidence and clarity.
Cathy is not only a trusted advisor but also a respected leader in the financial services industry. Frequently sought after as an authority on financial and retirement planning, she has shared her insights through speaking engagements and media contributions, including features in The St. Petersburg Times and TNB Weekly.
Beyond her professional achievements, Cathy is dedicated to making a meaningful impact in her community. She actively leads outreach efforts to improve financial literacy, empowering others with the knowledge and tools to make informed financial decisions.
A long-time resident of Dunedin, FL, Cathy has cherished over 40 years of marriage, raising three wonderful children while embracing an active lifestyle. In her free time, she finds joy at the beach, paddleboarding on Florida’s beautiful waters, and expressing her creativity through painting.
Cathy’s expertise, leadership, and genuine commitment to her clients and community make her an invaluable resource and a guiding force in financial planning.
Series 7, 24, 27, 63, Life, Health, & Variable Annuity Licenses - Broker Check verification website
Volunteer Leadership Positions:
Member - Top Producer at Osaic Wealth, Inc. since 2023
Member - FSC Securities Corporate Advisory Board 2019-2023
Member - President’s Elite Advisors at FSC Securities 2008-2023
Chairman of the Board of Trustees - Palm Harbor Fire Department Pension Fund since 2002
Member – Leadership Pinellas since 1993
Member (former President) - Soroptimist International of Upper Pinellas County since 1987
Member – Institute for Financial Planning since 1987
*This award is based upon sales generated by advisors and is not based upon performance or returns experienced by client or opinions of the advisor’s clients or former clients. Recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.