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Meet   Stephen H. Wagner

Certified Financial Planner®, Investment Advisor, CEPA®

Stephen H. Wagner

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 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 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, 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.

What does wealth mean to you?

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What inspires you about your work?

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What’s a fun fact about you?

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