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Andrew Wagner, CFP®

Andrew Wagner, CFP®

Andrew Wagner is a Senior Financial Advisor with Personal Capital, where he focuses on comprehensive financial planning. Before joining Personal Capital, Andrew worked with a financial planning firm specializing in a holistic approach to clients' finances while completing an Executive Financial Planning Program through Ohio State’s Fisher College of Business. Andrew is a CFP® professional.

6 Tax and Financial Moves to Make Before December 31

in Financial Planning by Andrew Wagner, CFP® on December 14, 2017

The financial headlines in recent weeks have been dominated by efforts in Washington to pass a major tax reform bill. But the uncertainty created by the possibility of tax reform need not…

How Would a Reduced Corporate Tax Rate Affect Investors?

in Financial Planning by Andrew Wagner, CFP® on November 14, 2017

While most Americans are keeping an eye on the proposed Republican-led tax reform to determine if they will personally be in the winner’s or loser’s circle when it all shakes out, some…

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