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Chris Wagner, CFP®, CPFA®

Director of Retirement Plan Services, Principal

Chris Wagner, Director of Retirement Plan Services, began his career in 2004. As the leader of Lutz's retirement plan division, he serves as the firm's primary authority on business retirement solutions. His solid foundation in financial advisory and employee benefits, coupled with his background as a financial advisor has positioned him as a trusted expert in this specialized field.

Focusing on retirement solutions, Chris provides strategic advisory services to companies, small businesses, and nonprofit organizations across various industries. He designs and implements benefit strategies that address complex challenges while creating meaningful impact for both employers and employees. Chris values helping organizations create programs that attract and retain talent while helping employees prepare for their financial futures. 

 

At Lutz, Chris makes the complex simple - a talent that defines his approach to retirement planning. He excels at taking intricate regulations, investment options, and organizational needs and transforming them into clear, actionable strategies. Clients appreciate his ability to explain complicated concepts in straightforward terms, making retirement plan decisions more accessible for business owners and their employees alike. 

 

Chris lives in Elkhorn, NE, with his wife Kristin, daughter Brynn, and son Owen. Outside the office, he can be found watching his children's sporting events, playing basketball, golfing, and hiking in the mountains when he can. 

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Areas of Focus
  • Retirement Plan Consulting
  • Investment Product Analysis
  • Provider & Fee Benchmarking
  • Fiduciary Guidance
  • Plan Design Analysis
  • Investment Advisory Services
  • Participant Education
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Affiliations & Credentials
  • Certified Financial Planner, CFP
  • Certified Plan Fiduciary Advisor
  • National Association of Plan Advisors, Member
  • Retirement Plan Advisory Group, Member
  • AGC Nebraska, Member
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Community Service
  • Marian Junior Crusaders Basketball Program, Youth Basketball Coach
  • Omaha Sports Academy, Coach
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Educational Background
  • BSBA in Marketing, Midland University, Fremont, NE
  • American College of Financial Services, Bryn Mawr, PA
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Chris Wagner, CFP®, CPFA®