Wayne Wagner, Jr. helps high net worth clients find the right solutions for their unique needs. He truly enjoys helping to guide his clients as they make decisions related to their personal finances, business ventures and estate plans.
Wayne is president of Vizionary Wealth Management and an Investment Advisor Representative with WealthPLAN Partners. He has passed the Series 6, 7, 24, 63 and 65 securities exams and also has earned the Chartered Financial Consultant (ChFC) designation, which allows him to provide comprehensive financial planning services for his clients and requires him to uphold the highest ethical standards.
Wayne is a member of the Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors. He has guest lectured at several regional universities and is a sought-after resource on the topic of financial planning. Wayne is registered in over 20 U.S. states and has client relationships around the globe.
Wayne believes in the power of mentoring and teaches young people to become good stewards of their time, talents and opportunities. He has started several businesses designed to provide funds for nonprofit organizations, and serves his church, Sovereign Grace Church, and other nonprofit organizations by guiding their strategic planning initiatives.
Wayne and his wife, Mae, live in Pilesgrove, New Jersey, with their children, Ciera and Bryce.
They live by their family motto: “We’re Wagners — we do big things.”