9980 S 300 W #140, Sandy UT 84070

(801) 566-5058


Bart Wagstaff joins the Capita Financial Network

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Coming from Fidelity, Bart Wagstaff is pleased to join the team at Capita Financial Network, a Utah based financial firm.

About

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About Me

 As a wealth and retirement planning expert, Bart Wagstaff provides customized financial planning solutions. With over a decade of wealth planning experience, Bart has worked for Zions Bank, Goldman Sachs and Fidelity Investments. Bart specializes in guiding individuals and families toward their goals and developing customized wealth planning solutions. His fundamental belief is that financial success is achieved by establishing your plan, understanding it, and staying the course.

Bart has an honors degree in Finance from the University of Utah.  He holds the Series 65 license and is also Life Insurance licensed through the state of Utah. Bart resides with his wife and 4 children in Sandy, Utah. He’s an avid golfer and long-distance endurance athlete having completed over 25 marathons and several Ironman races 

Contact Me

Please visit our official website at:

www.capitaonline.com

Bart Wagstaff

9980 S 300 W #140, Sandy UT 84070

(801) 566-5058

Hours

Monday - Friday: 9am - 5pm


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