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 design 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.

A few strategies that may help you maximize your Social Security income.
10/10/2026

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Childhood attitudes and habits can determine your child's health in his or her adult years.
10/09/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Cook Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica Financial and is not a broker dealer or Registered Investment Advisor.

Are you planning to work after taking Social Security benefits? Know the rules.
10/08/2026

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally,...
10/07/2026

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

If you died, what would happen to your email archives, social profiles, and online accounts?
10/06/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

The market is as unpredictable as the weather. We’re here to help you prepare.
10/05/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun vi...
10/03/2026

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

Learn about cyber liability insurance in this entertaining video.

Consider a bucket plan to go with your bucket list.
10/02/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
10/01/2026

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

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

Alerts

Be the first to know and let us send you an email when Stephen Wagstaff posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Stephen Wagstaff:

Shortcuts

Share