Cathy A. Wagner, CFP^®

Cathy is a Certified Financial Planner™ (CFP®) and President of the firm she founded in 1994. She has been a CFP® since 1986 and has devoted her entire 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 has been a member of the President’s Elite Advisors at FSC Securities since 2008*, is frequently asked to speak as an authority on financial and retirement planning, and has been a frequent contributor to the media including The St. Petersburg Times and the TNB Weekly. Cathy is very involved in her community and has been a resident of Dunedin, FL for more than 30 years. She most recently is leading outreach efforts to increase financial literacy. Cathy has been married to her husband for 38 years and they have 3 children.