Selecting the right financial advisor is a deeply personal decision. We recognize that it is important for you to find someone that you connect with and trust.
We are committed to listening intently to understand your dreams, goals and values. We will provide a safe and comfortable environment to share your personal and financial details. This allows us to give you a second opinion on your current financial picture, help you to reimagine your existing picture or even begin the process to build a new strategy.
We offer a wide variety of services to help you reach your goals from preparing and living in retirement to protecting your wealth. We will partner together throughout your life to help ensure you stay on track, utilizing our established process.
We welcome the opportunity to collaborate with your CPA, estate attorney and other trusted professionals.
We are recognized as a team that provides outstanding service. My focus is for you to feel empowered about your financial picture and know that we are here to support you.
We know that we have the most impact with small business owners, someone who is divorced or widowed, executives at local companies and professional women.
After graduating from UCLA, I worked at our Edward Jones Tempe, Arizona home office and came back to Simi Valley to open my practice. My relatives have been rooted in this community since 1960, which has sparked my passion to keep Simi Valley thriving.
I volunteer several hours a month in my community, including the Samaritan Center and the YMCA California Youth and Government Program.
Outside of the office, Cody and I enjoy staying active. We love to travel, be outdoors and we have a passion for life-long learning. We recently added a new member to our family, our Goldendoodle, Dakota.
- Retirement Savings Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
Office Address2655 First Street Suite 140
Simi Valley, CA 93065
Phone NumberKailey N Wagner at (805) 306-9488
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More