Broker Check
Cathy A. Wagner, CFP®

Cathy A. Wagner, CFP®

President and Founder

Cathy is a Certified Financial Planner™ (CFP®) and President of the firm she founded in 1986 after obtaining her designation. She has devoted the entirety of her career to helping clients plan their financial futures and is personally vested in their success. A leader and guide to her clients, Cathy is also a leader amongst her peers in the financial services industry. She is frequently asked to speak as an authority on financial and retirement planning and has been a periodic contributor to the media including The St. Petersburg Times and the TNB Weekly. Cathy is very involved in her community and is leading outreach efforts to increase financial literacy. Cathy has been married to her husband for 40 years and they have 3 children. A resident of Dunedin, FL for more than 30 years, Cathy enjoys spending time at the beach with her family, paddle boarding, and painting.


Series 7, 24, 27, 63, Life, Health, & Variable Annuity Licenses - Broker Check verification website

CFP® verification website



Volunteer Leadership Positions:

Member - FSC Securities Corporate Advisory Board since 2019

Member - President’s Elite Advisors at FSC Securities since 2008*

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.