Joseph Wagner has been a Financial Security Advisor with Freedom 55 Financial since 2008. His earlier career as Manager and General Manager of several successful restaurants and nightclubs were an ideal foundation for his work as a Financial Security Advisor. Attention to detail, accuracy under pressure and conservative behavior in complex situations are hallmarks of his current popularity with clients in the practice. He is capably supported by a team of administration, technical and underwriting specialists whose teamwork and follow-through are setting new standards of service excellence in building lifetime relationships with the expanding client base.
Joseph is passionate about listening to concerns before prescribing solutions and then repositioning his client’s balance sheets in order to speed up the wealth creation process, while taking care of major risks along the journey. His focus is on small business owners, and professionals.