Andrew Wagner, CFP®WEALTH MANAGER
Andrew Wagner joined United Capital at the start of 2018 as a Wealth Manager. During his professional career, Andrew has worked extensively with high-net- worth clients specializing in comprehensive financial planning. Originally from central Ohio, he earned his degree in Economics from DePauw University in Indiana. Shortly after graduation, Andrew enrolled in an Executive Financial Planning
Program through Ohio State’s Fischer School of Business where he earned the CERTIFIED FINANCIAL PLANNER™ certification.
At an early age, when deciding on life’s path, Andrew recalls a conversation with his family’s financial adviser who helped solidify his career choice. While always enjoying the analytical aspect of working with numbers, he also wanted to have a positive impact on others’ lives. Financial advising has been the perfect combination of these two aspects, allowing him to work with a wide range of individuals including executives, small business owners, medical professionals, and retirees. Prior to working with United Capital, Andrew was a Senior Financial Advisor with Personal Capital Advisors-- an online-based advisory firm. He is looking forward to spending more time face-to- face and developing deeper relationships with the families he works with.
Andrew resides in Denver and spends time out of the office fly fishing, hiking, and skiing. He also enjoys traveling and keeping up with Ohio and Colorado sports teams.