Edward Jones - Financial Advisor: Zach Wagner, CFP®|CFA®|AAMS®

Services Offered

• Retirement planning
• Education savings
• Investment management
• Tax planning

About

Zach Wagner is a financial advisor based in Charlotte, North Carolina, affiliated with Edward Jones. He specializes in retirement planning, education savings, and tax-smart investing strategies. As a Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), and Accredited Asset Management Specialist (AAMS®), Zach provides personalized financial guidance through face-to-face consultations. His practice focuses on helping individuals and families achieve their financial goals and prepare for significant life events.

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