Steph L Wagne - Financial Strategist

FINANCIAL ADVOCATE, ANALYST & DIVORCE CONCIERGE

Avatar

For more information, or to speak to Steph directly, please contact her at:

619.252.5299
steph@stephlwagner.com

Divorce can be emotionally and financially devastating. However, it can also be a time of hope—an opportunity to establish a solid financial foundation as you embark on the next chapter of your life. Your success depends on the steps you take to secure, build and protect your worth—both net worth and self-worth. 

To achieve the best divorce settlement possible, a woman needs a financial advocate. She needs someone with extensive financial and strategic experience. She needs someone who has experienced it first hand—who understands the complexities, but can also help manage her intense feelings, so they won't interfere with making sound financial and logistical decisions. She needs someone who is going to fight for her financial well-being throughout the entire divorce process, and then equip her with the tools to manage her financial future for years to come.

How do I know this? Because I have been there.

Like many divorces, mine was not a pleasant one. It was difficult enough to get past the infidelity, the abandonment and the feeling of staring at the floor, trying to figure out how in the hell I was going to put one foot in front of the other when all I wanted to do was crawl back into bed.

In addition to dealing with remorse, I had to face the financial complexity of my divorce. Despite my years of experience as a financial analyst and private equity executive, I was taken aback by the endless sea of data, skyrocketing legal bills and realization that my former advocate was now my adversary.

I had come to a fork in the road and knew I had to make a choice: I could succumb to these adverse circumstances, or I could embrace the beautiful possibilities that my new life presented. The opportunity cost of choosing the former over the latter would be too great, and failure was not an option.

So, I rolled up my sleeves and assumed the familiar roles of forensic accountant and financial analyst. I developed a strategic plan that would ensure both an equitable settlement and a solid financial foundation—a foundation upon which I could rebuild my net worth, as well as my self-worth.

Now it is my passion to help other women who are facing similar circumstances. I am their financial advocate, analyst and divorce concierge.

Out of adversity, a beautiful life and career was born.

Now it is my passion to help other women who are facing similar circumstances. I am their financial advocate, analyst and divorce concierge.

I strongly believe that life is a journey and though we inevitably encounter obstacles along the way, every experience is a blessing. Challenges not only make us stronger, but also bring us that much closer to finding our purpose.

It isn’t our story—but rather what we do with it—that tells the world who we really are. The possibilities are endless!

Warmly,

Steph

TESTIMONIALS

Using her deep financial and analytical abilities [drawn] from years analyzing private equity deals, Steph Wagner is becoming the Secret Agent for newly divorced women. She's a TOTAL force of nature and I know a movie will be made about her one day. I am in awe of the way Steph rolls up her sleeves, models out my financial picture in spreadsheets and explains it [all] to me. [She] looks at every possible scenario and builds financial strategies to make sure I am not left with [the] short end of the settlement.”

Amanda Steinberg, Founder of DailyWorth.com

‘Every client should have a Steph,’ as stated by my divorce attorney. Steph Wagner is a gift to women going through what is likely the most difficult step in their own process of evolution. Every woman experiencing a divorce would benefit from her strategic financial skills, intelligence, and emotional support. Her accessibility goes above any level of service I have experienced. Her approach is comprehensive, assisting from all angles. She has helped me in creating a pathway to security, strength, and peace of mind. Her approach is on the highest level of advocacy for women I have connected too. Her method to a complicated divorce with complicated assets goes beyond what an Attorney can provide, saving time and money in forensic accounting. The depth of her knowledge and experience in financial advising allows her to facilitate a creative sustaining role. I am confident to say Steph is my Brilliant Divorce Concierge! She is one of a kind!!

Claire Murrey, San Diego, CA

Steph could have saved me tens of thousands of dollars in forensic accounting fees had I used her expertise during my divorce. Her eagle-eye vision for "the small print" and years of financial fortitude enabled me to navigate the financial maze post divorce. Steph has helped me establish a budget, trim unnecessary expenses and taught me how to set attainable short and long term financial goals through various investment opportunities. Dedicated to her clients' financial health, she has empowered me with confidence and a can-do attitude as I become the CFO of my new life...and THAT is priceless!

Shannon Johnson, Dallas, TX

PROFESSIONAL EXPERIENCE

Steph Wagner’s vast financial aptitude, strategic and analytical abilities, and comprehensive understanding of the complexities women face during and after divorce have allowed her to become a thought leader in this discipline.

With more than a decade of experience as a corporate finance analyst and private equity executive, Steph possesses an exceptional quantitative skill set and meticulous attention to detail. She also has extensive experience in asset valuation (including but not limited to private businesses and real estate), due diligence, financial modeling and forecasting, debt restructuring and strategic development.

Steph helps women across the country secure equitable distribution in marriage dissolutions. She then helps them establish a solid financial foundation, take charge of their financial well-being and fully realize the profound impact that money can have on the next chapter of their lives.

Steph is a graduate of The University of Southern California Marshall School of Business; author to the forthcoming book, Girl+Wise: Become the CFO of Your Life!; member of the Institute of Divorce Financial Analyst and Association of Divorce Financial Planners; regular contributor to many national online publications, such as DailyWorth and The Huffington Post; and most importantly, CMO—Chief Mommy Officer—to her three sons.