Matthew A. Wagner, CFP<sup>&reg;</sup> - Financial Advisor

Matthew A. Wagner, CFP®

CTFA

Chief Practice Officer

Parkside Financial Bank & Trust

8112 Maryland Ave, Suite 101
Clayton, MO 63105
(314) 290-8600

General

Matthew Wagner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Parkside Financial Bank & Trust in Clayton, MO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CTFA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Bankruptcy, Business Taxes, Disaster Recovery, Corporate Finance, Investment Management, Estate Planning, Limited Partnerships, Employee Benefits, Government & Military, Getting Divorced, Irregular Income, Getting Married, Identity Theft, Mutual Funds, Real Estate, Job Loss, Insurance, Minority Financing, Startup, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Succession Planning, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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