Stephen Wagner, CFP®, CEPA® | CEO & Wealth Advisor in Ventura

Stephen

Stephen H. Wagner, CFP®, CEPA® and CEO of Integrity Wealth Advisors, is a Certified Financial Planner® committed to helping clients achieve financial independence. Steve lives with his wife and dog in Somis, California, and has resided in Ventura County for most of his life. With a deep-rooted passion for helping individuals and businesses grow, preserve, and distribute wealth, Steve has built a firm that reflects his unwavering dedication.

Under Steve’s leadership, Integrity Wealth Advisors has expanded over the years to include two locations in downtown Ventura and Ojai, California. With a team of four devoted financial advisors and five dedicated staff members, Integrity Wealth Advisors embodies a collective mission to provide noteworthy financial guidance.

Recognized for his expertise in the field, Stephen has established himself as a trusted fiduciary, consistently acting in the best interests of his clients. He believes in maintaining the highest standards of integrity and takes great pride in working towards meeting every client’s unique financial needs with personalized solutions.

In the past, Stephen served as a respected business instructor at Ventura Community College, where he nurtured the minds of aspiring entrepreneurs and finance enthusiasts. Drawing from his extensive experience and industry insights, he imparted valuable knowledge to his students, helping to equip them with the necessary tools to succeed in the ever-evolving financial landscape.

Beyond his dedication to financial planning, Stephen enjoys pursuing his passions outside of work. He is an avid golfer, relishing the opportunity to hit the links and challenge himself on the course. Additionally, Stephen finds fulfillment in exploring new destinations through his love for travel, seeking out enriching experiences and broadening his horizons.

With Stephen Wagner at the helm, Integrity Wealth Advisors helps clients navigate the complexities of wealth management and attain their long-term financial goals.

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What does wealth mean to you?

Being able to do what you want to do, when you want to, and with the person/people you want to do it with. More than monetary wealth – it is waking up every day with relative good health, happiness, and purpose.

What inspires you about your work?

The challenge of each client situation and seeing the human reaction when they see their goals can be achieved with our help. Helping clients overcome market fear is my personal favorite.

What’s a fun fact about you?

Was a competitive chess player in my high school years and early 20’s.

We are a local independent financial planning and investment management firm, focused on one goal – helping you make wise financial decisions.

Ventura

196 S Fir St, Ste 140
Ventura, CA 93001

Phone: (805) 339-0760

Ojai

205 S Signal St,
Ojai, CA 93023

Phone: (805) 646-3729

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Integrity Wealth Advisors is a Registered Investment Adviser. This material is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Integrity Wealth Advisors and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advice may be rendered by Integrity Wealth Advisors unless a client service agreement is in place.

Stephen H. Wagner, CFP®, CEPA®

Certified Financial Planner®, Certified Exit Planning Advisor®

Stephen

What does wealth mean to you?

What inspires you about your work?

What’s a fun fact about you?