Parker Wagner, AIF

WEALTH MANAGER

From 2017-2020, Parker attended Utah Valley University and graduated with a BA in Marketing, a Minor in Business Management, a Certificate of Accounting, and his Real Estate License. In 2025, Parker received his Certificate in Financial Planning from the University of Georgia, Terry College of Business. Parker has had experience managing a 75-door/$20,000,000+ real estate investment portfolio and helped clients transact the sale and purchase of real estate. In 2021 Parker decided to team up with his brother and father to help people realize their financial goals. He is a licensed investment advisory representative, registered representative, and Accredited Investment Fiduciary (AIF).

Parker loves helping clients build tax-efficient financial plans. In his free time, he enjoys spending time traveling with his wife, daughters, and son. He loves watching BYU football, the Utah Jazz, and studying the financial markets.

Interwise helps high-net-worth families with wealth, tax, and estate planning.

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Advisory services offered through Valued Wealth Advisors, LLC dba Interwise. Tax and accounting services offered through Interwise Tax, LLC. Advisory services are only offered to clients or prospective clients where Interwise and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Interwise unless a client service agreement is in place.

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