Stephen H. Wagner

INVESTMENT ADVISOR, CFP®, CEPA®

Stephen H. Wagner, CFP® and CEO of Integrity Wealth Advisors, is a seasoned Certified Financial Planner committed to empowering his clients to achieve true financial independence. Stephen lives in Saticoy, California with his wife and two dogs 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, Stephen has built a thriving firm that reflects his unwavering dedication.

As the driving force behind Integrity Wealth Advisors, Stephen has successfully guided the firm’s expansion, which now boasts two prominent locations in downtown Ventura and Ojai, California. With a team of eight devoted financial advisors and ten dedicated staff members, Integrity Wealth Advisors embodies a collective mission to provide exceptional 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 ensuring that every client’s unique financial needs are met 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, equipping 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 continues to serve as a beacon of financial guidance, helping clients navigate the complexities of wealth management and attain their long-term financial goals. Stephen’s unwavering commitment to his clients’ success sets him apart as a trusted partner in their financial journey.

The IWA Team

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Our Core Values

THOUGHTFUL INDEPENDENT FIDUCIARIES

Our clients have placed us in a position of trust and we take that duty seriously. As fiduciaries for our clients, it means we follow a high fiduciary standard of care that requires us to put your interests above our own.

YOU CAN TRUST THAT WE WILL ALWAYS:

  • Act in your best interest
  • Be transparent about costs and fees associated with our services
  • Disclose any conflicts of interest that may be present when providing recommendations
  • Help you understand all of the options available to you
  • Provide prudent investment advice
  • Avoid high cost or high commission products
  • Be truthful with you about the risks you take when investing

If you are worried that the advisor you are currently working with may not be acting in your best interest, schedule a meeting with us and get a second opinion. The initial consultation is complimentary and it may help put your mind at ease.

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