Sunday Morning Magazine with Rodney Lear

Managing Stress_Marc Wagner_Segment #3 (11/5/23)

Marc Wagner is a partner and wealth advisor who also serves as chief financial officer at Octavia Wealth Advisors. Fueled by a high level of intellectual curiosity, Marc is a consummate problem solver who is not satisfied until heโ€™s found an appropriate solution. He provides assistance with planning and technical issues to the entire Octavia team. As CFO, Marc also manages the firmโ€™s finances and serves as a technology expert. He works to build infrastructure for the financial and technical side of the firm, which enhances advisorsโ€™ ability to better serve their clients.ย 

octaviawa.com