Kelsey Wagner (CFP®)

Kelsey Wagner focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Retirement Planning & Distribution Rules
- Unmarried Couples
- Women's Financial Planning Issues
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Retirement Planning & Distribution Rules
- Unmarried Couples
- Women's Financial Planning Issues
NAPFA Start Date
October 03, 2022