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.

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.

Children with special needs may need ongoing help after their parents are gone.
05/25/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

You are unique. Your goals and needs should be the basis of any financial strategy you follow.
05/23/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.
05/22/2026

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.

How long does a $20 bill last?

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.
05/21/2026

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Just entering retirement? Here's what you need to know.
05/20/2026

Just entering retirement? Here's what you need to know.

Regardless of how you approach retirement, there are some things about it that might surprise you.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
05/19/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

You can help ensure that losing your wallet doesn't turn into something bigger.
05/18/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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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