Joseph Wagner

Joseph Wagner, CFP, RWM, CHS, EPC, serves as the Marketing Director for Customplan Financial Advisors Inc. in Alberta, a role commenced in March 2024, after years of dedicated experience in financial services beginning in 2008 at Freedom 55 Financial. Joseph has held various positions, including Financial Advisor at Monarch Wealth Corporation and Certified Financial Planner at Prosperity Financial Solutions, Affluence Partners Inc., and previously at Freedom 55 Financial. Expertise encompasses advising clients on suitable investment products, managing relationships with mutual fund dealers, and creating personalized financial plans based on clients' goals and needs.