Honoring the man who forever changed the financial planning profession

Published May 19, 2017

by Robert Powell

“Richard B. Wagner, one of the genuine original thinkers of the financial planning profession, died (in March) from injuries suffered after a fall. In over 30 years, Wagner, George Kinder, Roy Diliberto and a small group of other advisers conceived the financial life planning movement and expanded the frontiers of an emerging profession. During that period, financial life planning was transformed from an esoteric aspect of what advisors did into the mainstream.”

Click here to read an article about Dick Wagner and his impact on the life planning movement from Market Watch published May 19, 2017