Stephen Wagstaff

Stephen Wagstaff Stephen helps individuals, business owners and their employees focus on their specific financial needs and objectives.

Stephen helps individuals, business owners and their employees focus on their specific financial needs and objectives by providing personalized solutions for their retirement planning, risk management, retirement income, education savings and insurance needs. As a project manager in the cabinetry design business, Stephen found that he most enjoyed the one-on-one personal plans which he would desig

n with his clients. A career in the financial services has allowed him to utilize his degree in finance while still enjoying that one-on-one personal planning with families and businesses. Stephen earned his degree in Business administration with a specific emphasis in Finance from the University of Utah David Eccles School of Business and has spent the last 5 years helping clients achieve their dreams and goals in planning for the future. His most recent focus has been on helping small businesses manage their 401(k)’s and investment management. Stephen is a FINRA Series 7 and 66 licensed Investment Advisor Representative at Cook Financial Group and was previously awarded rookie of the year, as well as qualifying for the National Leaders Forum conference. When not at work, Stephen likes to spend his free time with his amazing wife Bridgette and his 4 wonderful kids, 3 boys and one girl, Brayden, Hallie, Austin and Grayson. He enjoys watching his kids play soccer, tennis and participate in wake surfing. Stephen is an avid University of Utah football fan. The family also enjoys trip to the cabin and riding four wheelers together. Investment Advisor and Financial Services Representative, assisting individuals & business owners.

Considering alternative investments? It’s critical to sort through the complexity.
06/05/2026

Considering alternative investments? It’s critical to sort through the complexity.

With alternative investments, it’s critical to sort through the complexity.

Could you find acres of diamonds in your own backyard? Watch this video.
06/04/2026

Could you find acres of diamonds in your own backyard? Watch this video.

In life it often happens that the answers to our most pressing questions are right in our own backyards.

What did it take to become the richest man in Babylon?
06/03/2026

What did it take to become the richest man in Babylon?

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Ever heard of a Roth 401(k)? Would one be right for you?
06/02/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
06/01/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Working in Retirement: New trend or same old story?
05/30/2026

Working in Retirement: New trend or same old story?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Over age 50? You may be able to catch-up on retirement.
05/29/2026

Over age 50? You may be able to catch-up on retirement.

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Even if you’re young and single, you should still consider protecting yourself with insurance.
05/28/2026

Even if you’re young and single, you should still consider protecting yourself with insurance.

Even if you’re young and single, you should still consider protecting yourself.

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
05/27/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Thinking about a prepaid debit card? Consider the pros and cons.
05/26/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

Address

2915 E. Baseline Road Suite # 119
Gilbert, AZ
85234

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+14808346630

Website

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