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Chris Wagner, CFP®, CPFA®

Director of Retirement Plan Services, Principal
Chris Wagner is the Director of Retirement Plan Services at Lutz Financial. He began his career in 2004. Chris specializes in providing company and corporate retirement plan consulting and investment advisory services He lives in Elkhorn, NE, with his wife, Kristin, and children, Brynn and Owen.
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Areas of Focus
  • Retirement Plan Consulting
  • Investment Product Analysis
  • Provider & Fee Benchmarking
  • Fiduciary Guidance
  • Plan Design Analysis
  • Investment Advisory Services
  • Participant Education
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Affiliations & Credentials
  • CERTIFIED FINANCIAL PLANNER™
  • CERTIFIED PLAN FIDUCIARY ADVISOR
  • Charles Schwab Retirement Trust and Advisory Board, Member
  • Retirement Plan Advisory Group, Member
  • National Association of Plan Advisors, Member
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Community Service
  • Marian Jr. Crusaders Basketball Program, Volunteer Director
  • Charles Schwab Trust & Custody Advisory Board, Board Member
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Educational Background
  • BSBA in Marketing, Midland University, Fremont, NE
  • American College of Financial Services, Bryn Mawr, PA
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Chris Wagner, CFP®, CPFA®