Jake Wagner
CDMP
Jake grew up learning from the greatest minds in financial planning. He learned that financial planning was the most important profession of the 21st century.
He has worked with numerous RIAs over the years. He also worked with the Integral Institute and Ken Wilber, as well as a few tech startups.
In 2015, Jake began his relationship with Digital Marketer. He received his Digital Marketing Certified Professional in 2017. The agency became a DigitalMarketer Certified Partner in 2020.
The 4FP Agency bridges the gap between your digital marketing needs and the seven-step financial planning process taught by the CFP® Board.
He started the 4FP Agency because it was the best way to use his talents to support the financial planning profession.
"We've trained our team to be your Fractional CMO team so we can support financial planners, and RIAs, with effective client acquisition systems, so we can impact as many financial lives as possible."
- Jake Wagner, CDMP
Personal History
During his college life, he was heavily impacted by meeting the Pioneers at FPA Residency in 2000. This group became some of the greatest minds in financial planning today.
His first FPA Retreat was in 2002 when his father, Dick Wagner, JD, CFP® won a Call for Papers for his work on Integral Finance. Jake was working for Ken Wilber's Integral Institute at the time and is still part of the Integral community.
In 2015 or so, Jake and Dick founded the What is Finology? Project, which is Dick Wagner's legacy project. He now own's Dick's intellectual property and his company, WorthLiving, LLC.
Achievements
Jake started the NexGen chapter in the Colorado FPA chapter and has been featured by FPA NexGen National for his work as social media coordinator.
He also helped start FPA Activate, one of the profession's most active social media groups. Jake and the 4FP Agency are the marketing partners for the Garrett Planning Network.
He has produced multiple conferences, including the FPA of Oregon's Mid Winter Conference, Nazrudin Gathering 2018, and numerous client events, including the What is Finology CE (continuing education) Day Forums. He also produces and speaks for the 4FP Agency's programs.
He has been a speaker at numerous events such as the Garrett Planning Network Retreats, Nazrudin Gatherings, FPA of Oregon and SW Oregon chapter events, FPA Retreat, and Impact Communication Swift Chats.
Technology Background
As far as technology, Jake got his first computer in 1985. He was six. It didn't have a modem or a hard drive but had a Super VGA and a whopping 2MB of RAM.
Jake's fascination with technology grew as the internet came into being. He has watched it evolve which allows him to bring a unique wisdom and acumen to address, understand and coach his clients.
Jake has worked for several RIAs, both online and brick and mortar firms. He has been listening to the needs and concerns of the financial planning community throughout his professional career.
He brings the knowledge he acquired from 20 years in the financial planning profession to his current clients.
His first online advisor training program was called Online Advisor Central when he was the manager of Community Relations for the online Registered Investment Advisor Myfinancialadvice.