Stephen Wagstaff

Stephen Wagstaff Stephen helps individuals, business owners and their employees focus on their specific financial needs and objectives.

Stephen helps individuals, business owners and their employees focus on their specific financial needs and objectives by providing personalized solutions for their retirement planning, risk management, retirement income, education savings and insurance needs. As a project manager in the cabinetry design business, Stephen found that he most enjoyed the one-on-one personal plans which he would design with his clients. A career in the financial services has allowed him to utilize his degree in finance while still enjoying that one-on-one personal planning with families and businesses. Stephen earned his degree in Business administration with a specific emphasis in Finance from the University of Utah David Eccles School of Business and has spent the last 5 years helping clients achieve their dreams and goals in planning for the future. His most recent focus has been on helping small businesses manage their 401(k)’s and investment management. Stephen is a FINRA Series 7 and 66 licensed Investment Advisor Representative at Cook Financial Group and was previously awarded rookie of the year, as well as qualifying for the National Leaders Forum conference. When not at work, Stephen likes to spend his free time with his amazing wife Bridgette and his 4 wonderful kids, 3 boys and one girl, Brayden, Hallie, Austin and Grayson. He enjoys watching his kids play soccer, tennis and participate in wake surfing. Stephen is an avid University of Utah football fan. The family also enjoys trip to the cabin and riding four wheelers together. Investment Advisor and Financial Services Representative, assisting individuals & business owners.

Wondering what to tell your financial pro? Check out this quick video for guidance!
09/25/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!

Here are the top 5 things your team may want to hear.

The key to healthcare in retirement might be a patchwork of different choices.
09/24/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

With increasing wealth comes unique financial challenges.
09/23/2026

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

When was the last time you paid yourself first?
09/22/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
09/21/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's...
09/19/2026

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Your insurance needs don’t stay the same when the nest empties, but what changes?
09/18/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
09/17/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

Stay ahead this year with this handy Personal Finance Calendar.
09/16/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

It’s possible to avoid these classic retirement traps, with a little preparation.
09/15/2026

It’s possible to avoid these classic retirement traps, with a little preparation.

*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Cook Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica Financial and is not a broker dealer or Registered Investment Advisor.

Address

2915 E. Baseline Road Suite # 119
Gilbert, AZ
85234

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+14808346630

Website

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