Fagan now investment advisor at Wilde Wealth Management
Staff Reports | Digital Free Press
Wilde Wealth Management Group is announcing Jonathan P. Fagan has joined the firm as an investment professional.
In his role, Mr. Fagan will focus on helping clients be prepared for critical financial events in their lives such as retirement and strategic investing, representatives of the Wilde Wealth Management brand say.
Mr. Fagan will work from the firm’s Scottsdale headquarter office, which is located at 7025 N. Scottsdale Road in Scottsdale.
Mr. Fagan is a veteran of the industry, joining Northwestern Mutual’s team in Newport Beach, Calif., in 1999, where he reached the ‘Million Dollar Round Table in his first year and continued to do so in subsequent years until joining the organization’s leadership team as chief development officer in 2008.
Mr. Fagan would remain in that executive role until 2012 when he relocated to Phoenix to serve as the managing director of the organization’s southwest team.
“When I met Wilde Wealth founder Trevor Wilde, I immediately knew I had found a likeminded colleague and friend. Both involved husbands and fathers focused on helping people both through investing as well as community leadership roles, I moved over to Wilde to join Trevor and plan to finish my career with him,” Mr. Fagan said in a prepared statement.
“I look forward to being a part of this team, once that in recent months was named among 2023 Top 100 Private Wealth Management Teams in the nation by Barron’s, one of only two Arizona wealth management firms recognized on national list.”
Mr. Fagan joining the team, representatives of the brand contend, caps what has already been one of the most successful years in Wilde Wealth’s 20 years in business, which also includes the launch of Wilde Wealth Insurance, the opening of offices in Sedona and Florida.
