David Wagaman, Certified Financial Fiduciary®

Advisor

For over twenty years David Wagaman has provided financial services to his clients across multiple states. For many years he was president and founder of Evergreen Financial Services and Insurance, Inc. As a Retirement Income Strategist, David has focused his professional efforts on helping public education employees better understand their state pension plans and guide them to solutions to save more for their retirement years. Now, as a member of Docere Advisors, David has expanded the scope of his financial services to include modern and tax-efficient solutions to address the critical care crisis that exists in the United States. As a Certified Financial Fiduciary®, David is trained and committed to providing recommendations based on the needs of his clients.

Away from work, David is dedicated to his family which includes his wife, Shawna, their two children (and their spouses), and 7 grandchildren.

Docere Advisors, LLC
St. George, UT 84770
(435) 500-5370
team@docereadvisors.com

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