CHRIS WAGNER, LUTCF®, CHFC®, CFP®, CPFA® + INVESTMENT ADVISER
Chris Wagner is a Retirement Plan Consultant and Investment Adviser at Lutz Financial with over 12 years of industry experience. He focuses on providing retirement plan consulting and investment advisory services.
AREAS OF FOCUS
- Retirement Plan Consulting
- Investment Due Diligence and Analysis
- Provider and Fee Benchmarking
- Fiduciary Guidance
- Plan Design Analysis
- RFP Provider Searches
- Investment Advisory Services
- Participant Education
AFFILIATIONS AND CREDENTIALS
- National Association of Plan Advisors, Member
- Life Underwriter Training Council Fellow
- Certified Financial Planner®
- Certified Plan Fiduciary Advisor®
- Chartered Financial Consultant
EDUCATIONAL BACKGROUND
- BSBA in Marketing, Midland University, Fremont, NE
- American College of Financial Services, Bryn Mawr, PA
COMMUNITY SERVICE
- Knights of Columbus, Member
- St. Wenceslaus, Volunteer Coach
THOUGHT LEADERSHIP
- Selecting and Monitoring Service Providers
- Strategies to Minimize Fiduciary Liability
- 3(21) and 3(38) Fiduciary Services
- Tips for Administering a Prudent Retirement Plan
- The 2017 To-Do List for 401(k) Plans
- October 1st Safe Harbor 401k Deadline
- How Are You Paying the Company's Retirement Plan Expenses?
Futuristic | Belief | Arranger | Includer | Context
CONTACT CHRIS WAGNER
