Richard Wagner, JD, CFP®
CERTIFIED FINANCIAL PLANNER™ professional Principal, WorthLiving, LLC
Dick has been a practicing financial planner for more than eighteen years and a national past-president of the Institute of Certified Financial Planners. He is a CFP licensee with a love of financial planning and strong visions about its potential.
Dick moved into financial planning in 1982. He brought with him eclectic experiences grounded in his jurisdoctorate from Lewis and Clark Law School and five years of law practice, a couple of years in Portland, Oregon's city government, a liberal arts major in religion from the College of Wooster, B.A. 1971, and a year as a professional potter. Since then, he has been active in the financial planning profession and its various organizations both intellectually and politically.
He has been a leader in the financial planning profession, speaking frequently at important gatherings including the Personal Economic Summit in Washington, D.C. in 1993, the first ever commencement address for CFP registrants in Japan and various other forums, particularly emphasizing the human dimensions of financial planning and the implications within the money forces.
In 1995 he co-founded "The Nazrudin Project", a professional "think tank" group devoted to discussions and mutual support regarding the human and spiritual aspects of money and personal finance. Over the past six years, this group has gained prominence as an intellectual force within the profession. He is one of five people in the country authorized to lead workshops in "The Seven Stages of Money Maturity" and is a charter member of The Sudden Money Institute.
He has authored several articles, resolutions and papers regarding the financial planning profession. In 1990 he published a seminal article in the Journal of Financial Planning entitled "To Think...Like a CFP". In the meantime, he has been a regular and prolific writer within the financial planning profession including such publications as the Journal of Financial Planning, Financial Planning Magazine and the Journal of Retirement Planning. He has been recently named as "Editor-at-large" for Financial Advisor magazine and a regular columnist for that publication.
He practices what he preaches. He recently left one of the top financial planning firms in Denver to start a new firm, "WorthLiving, LLC" with the mission of "Facilitating balance and vision in personal relationships with money" for individuals, families and companies. Since starting "WorthLiving", Dick has been featured on the cover of Financial Planning magazine, the front page of the Wall Street Journal and the Rocky Mountain News.
Dick brings a fresh perspective to issues of financial planning, the money forces and people's relationship to money.
Education:Lewis and Clark Law School, JD
College of Wooster, BA Religion
Full Time Faculty