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
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Advisory services provided by Capita Financial Network LLC, an SEC Registered Investment Adviser. Registration with the SEC does not imply certain training or skill.
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