Zach Wagner, Financial Advisor located in Charlotte, NC

Financial Advisor
Zach Wagner

MBA, CFP®, CFA®
4500 Cameron Valley Parkway, Ste 150, Charlotte, NC 28211opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CFA®

    Chartered Financial Analyst®

Personal Interests

  • History and Museums
  • Home Improvement
  • Pickleball
  • Sailing
  • Tennis

Team Members

  • Princess Lawrence
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(704) 364-1471

Fax

(877) 335-9499

Office Address

4500 Cameron Valley Parkway
Ste 150
Charlotte, NC 28211opens in a new window

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