Broker Check
Bill Wagner, AAMS®Serving Goleta

Bill Wagner, AAMS®
Serving Goleta

LPL Financial Advisor, CA Insurance License #0B84720

Serving Goleta

Bill possesses over two decades of experience in the financial services industry. Bill’s strong financial background includes a Master’s degree in Business Management and a designation as an Accredited Asset Management Specialistâ„ . He is dedicated to providing comprehensive financial guidance to his clients. He accomplishes this by helping those individuals develop a financial plan through education and understanding. Bill guides his clients through decisions regarding retirement, tax-advantage investing and estate planning. He looks forward to providing you with outstanding customer service and working with you in pursuing 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

francesca.basa@kinectawealth.org                                                                                            

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