ABOUT
Prosperity Financial Solutions
EDUCATION
Certified Financial Planner (CFP)
Elder Planning Counselor (EPC)
Certified Health Insurance Specialist (CHS)
Canadian Securities Course (CSC) with honors
Joseph Wagner, CFP®, CHS, EPC
Certified Financial Planner ®
Joseph is a Certified Financial Planner with a genuine passion for helping people build wealth and confidence in their financial future. After nearly two decades managing restaurants and nightclubs, he discovered financial planning through an unexpected introduction and quickly realized he’d found his calling.
Today, Joseph specializes in investments and insurance, guiding clients through clear, logical strategies designed around their unique goals. His approach is both educational and relationship-driven, built on the belief that financial planning should feel empowering, not overwhelming.
Clients value Joseph’s calm, approachable style and his ability to make even complex financial concepts easy to understand. He believes that listening is just as important as advising, because the best financial plans start with meaningful conversations.
If you’re ready to take the next step toward lasting prosperity, Joseph is ready to help you get there — one smart, strategic move at a time.
