Rich Wagner, CPA, PFS, MAcc, AIF

WEALTH MANAGER

After being sold an unnecessary and very expensive insurance policy while he was pinching pennies to make it through graduate school, Rich has been passionate about helping people avoid costly financial mistakes. He is focused on helping people reduce their largest expense – Taxes!

Over the years he has helped many people with their tax deductions and savings planning. Each client’s situation varies, but Rich has helped many clients achieve $100k+/year in new annual tax deductions that they didn’t know they had been missing for many years, and reduced taxable gains on transactions by $ 1 million +.

Rich served in the tax department at Deloitte and Touche, and was the senior financial officer for RxAmerica, a $450 Million company, and managed over $25 Million in assets as treasurer.

As CFO for other companies, he helped raise over $38 Million in private company funding for a company he co-founded, and is currently a co‐founder/ Managing Member of Valued Wealth Advisors dba Interwise. Rich was one of the top advisors in the nation for Buckingham Strategic Partners, a firm that manages over $100 Billion in assets, and his production was in the top 5% of all advisors with Independent Financial Group between 2015-2022.

He is a licensed investment advisory representative, and registered representative and currently holds the Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and Accredited Investment Fiduciary (AIF) designations.