Jared Wagner | Federal Benefits Specialist
Jared M. Wagner
Federal Benefits Specialist
Jared Wagner is a federal benefits specialist who has nearly three decades of experience in the financial services industry. He is securities registered with a special focus on retirement planning, and he holds life and health insurance licenses in Washington, Connecticut, California, and Texas. He is a two-time MDRT recipient and has received numerous awards in the insurance field.
“I specialize in assisting federal and state workers with retirement planning, advice on TSP (Thrift Savings Plans) for federal workers and DCP (Deferred-Compensation Plans) for state employees, health benefit planning, and tax-advantaged strategies for retirement,” Jared says. “I contribute to my clients’ success by setting forth a detailed financial plan that is designed to last and provide my clients with income throughout their entire retirement. The goal is to find a combination of strategies that allow them to earn market returns without the worry of market downturns.”
What Jared most enjoys about his career is seeing his clients enjoy retirement, including traveling and doing the activities they want without worrying about their finances. “My mission is to empower people to use their money as a tool for a richer, more meaningful life—one defined by purpose, security, and personal fulfillment, not just account balances. I work hard to guide clients toward confidence, and help them make well‑informed financial decisions that honor their values, support their goals, and build lasting peace of mind for their future,” he says.
Jared grew up in the state of Washington and has lived there his entire life except for a year in Arizona after college. He earned his bachelor’s degree in economics from the University of Washington. Jared currently lives in Seattle with his wife, and the couple has two daughters; one in college and the other a senior in high school. In his free time, Jared enjoys golf, reading, cooking, wine, traveling, and spending time with friends and family.
