Broker Check
Bill Wagner, AAMS®Serving Goleta

Bill Wagner, AAMS®
Serving Goleta

Wealth Advisor, CA Insurance Lic #0B84720

Serving Goleta

Bill possesses over two decades of experience in the financial services industry. His strong financial background includes a Master’s degree in Business Management and a designation as an Accredited Asset Management Specialist℠. Bill is dedicated to providing comprehensive financial guidance for his clients which includes financial planning and investment management. He looks forward to providing you with outstanding customer service and working with you in pursuit of your financial goals.

Bill holds the following registrations through LPL Financial: Series 7 and 63

Bill is registered for Securities in the following states: AZ, CA, CO, FL, GA, HI, ID, LA, MD, MS, NC, NV, NY, OR, SC, TX, WA

Sales Assistant                                                                                                                 

Francesca Basa

p: 805.685.3748                                                                                            

Check the background of this investment professional on FINRA’s BrokerCheck.