Richard Wagener

Richard Wagener is a CERTIFIED FINANCIAL PLANNER™ professional, chartered financial consultant, and certified retirement counselor with over 30 years of experience in comprehensive financial planning. He is the managing partner of Wagener-Lee, LLC, an independent registered investment advisor that helps individual, corporate, and nonprofit investors with their financial goals. Wagener and his team work with corporate executives, business owners, retirees, and their families to plan their financial future in a consultative and wealth management-based approach. Their services include executive benefits planning, restricted stock planning, tax-efficient investments, succession planning, and providing a successful income stream for retirees and the next generation of investors. Richard earned a Bachelor of Science degree in Industrial Management from West Virginia University.