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 he’s found an appropriate solution. He provides assistance with planning and technical issues to the entire Octavia team. As CFO, Marc also manages the firm’s finances and serves as a technology expert. He works to build infrastructure for the financial and technical side of the firm, which enhances advisors’ ability to better serve their clients.