Strength in numbers

Richard Wagener, CFP®, CLU®, ChFC®
Managing Partner, Wagener-Lee, LLC
Registered Principal, RJFS

Rick@WagenerLee.com
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As managing partner of Wagener-Lee, LLC, Rick orchestrates the efforts of the full team in fulfilling the comprehensive wealth management program we provide to each client. It’s a process that helps simplify the lives of those we serve and allows us to manage all the complexities of wealth.

Rick has practiced comprehensive financial planning since 1974 and was cited as one of the nation’s Top 200 Financial Planners by Money magazine in October 1997 for demonstrating a mastery of budgeting, insurance, investing, taxes, retirement planning, trusts and other estate planning techniques. 

He became a Certified Financial Planner professional in 1981 and has earned the Chartered Financial Consultant designation, the Certified Retirement Counselor designation and is a registered principal with Raymond James Financial Services, Inc.

Rick was named to the Financial Times FT 400 list for 2014*. Rick was named one of Registered Rep's 2011 Top 100 Independent Advisors for the 4th consecutive year.** As past president and chairman of the board for the Baltimore Association for Financial Planning, Rick was a major contributor to the early development of the financial planning industry and was awarded the organization’s Distinguished Service Award. Rick is an active member of the FSI Financial Advisor Council. On numerous occasions Rick has traveled to Washington, DC to advocate on behalf of FSI (Financial Services Institute) members to provide visibility, credibility and an improved regulatory environment for independent advisors.

Rick is a former faculty member of the Baltimore Community College. In 1996, the college bestowed on him the Outstanding Faculty Award. He regularly teaches and has designed numerous retirement and financial courses. Special programs have been provided to major corporations in the Baltimore-Washington area. These companies include the National Security Agency, United Nations, Pan American Health Organization, McCormick & Co., Johns Hopkins Applied Physics Lab, USF&G, Mercantile Bank, Westinghouse, Northrop Grumman, Baltimore Gas & Electric and others.

Many of you will remember Rick as the host of “Money Matters” radio talk show on WCBM 680 AM in Baltimore. He has been widely quoted in nationally recognized publications, such as The Wall Street Journal, Money magazine, The New York Times, The Baltimore Sun, The Washington Post and Fidelity Stages.

Rick earned a bachelor”s degree in industrial management from West Virginia University and a master”s degree from George Washington University. He serves on the board of the Future Business Leaders of America. He previously served on the board for The First Tee of Howard County and is a former officer with St. Louis the King Knights of Columbus Council, where he is the legacy planning committee founder at St. Louis Church.

Also noteworthy, Rick played for the New York Mets organization in 1971-73 and is a founding partner of the Clipper City Brewing Company. Originally from Baltimore, Rick now lives in Clarksville, Maryland. In his free time, he enjoys golf, fishing and mountain climbing.

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CFP® | Certified Financial Planner |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

 

*The Financial Times award is based on qualifications of 10+ years expeience and $200 million or more in assets under management. The FT then graded advisors on six broad factors and calculated a numeric score for each advisor. Areas of consideration include advisor AUM, asset growth, years of experience, industry certification, FINRA compliance record, and online accessibility.

**Registered Rep.’s "America’s Top 100 Independent B/D Advisors" list was compiled by Meridian-IQ, in which Penton Media is an investor. Only financial advisors for whom at least 60 percent of client assets are retail were included on the list, and these advisors were ranked strictly by assets under management.