Waggoner Financial
We’re a financial planning firm focused on education, strategy, and results. Our team delivers sophisticated, goal-based planning for individuals and business owners—covering everything from investments and taxes to retirement and estate planning. We bring rhythm, accountability, and clarity to your financial life, backed by deep expertise and a commitment to your goals. With us, it’s not just planning—it’s progress. Member SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit
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Verified contacts
25
available on Kipplo
LinkedIn employees
25
11 to 50 range
Open roles
—
no listings
Distinct roles
14
indexed titles
Tech stack
1
tools in use
Monthly traffic
598
organic / mo
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Decision-makers and verified team members
25 contacts with verified email or phone · masked until revealed.
- CF
Caitlin Farra
Office Manager · Operations
EmailPhone - AD
Akram D.
Software Engineer Intern · Information Technology
EmailPhone - AD
Anh Dong
Marketing Intern · Advertising & Marketing
EmailPhone - MH
Mark Hu
Investment Associate · Finance & Accounting
EmailPhone
Showing 4 of 25 verified contacts
Top roles at Waggoner Financial
14 distinct titles indexed · top 10 shown.
- 4account executive
- 3incoming wealth management intern
- 2marketing intern
- 2paraplanner
- 2software engineer intern
- 1()
- 1director of investments & planning
- 1executive assistant
- 1investment associate
- 1junior portfolio manager
- +4more titles
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