I am a founder and fee-only, CERTIFIED FINANCIAL PLANNER™ providing comprehensive financial advice. I help tech professionals save more, stress less, and create a plan to work less, even if they love what they do. I specialize in managing equity compensation 📈 and reducing taxes.
Visit my website for more info about working with me.
Sam Wagner, CFP® is an investment adviser representative of WealthGuides, LLC. The firm is a
registered investment adviser and only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.
4 August 2024