A Tribute to Dick Wagner

by | Apr 25, 2017 | *Financial Awakenings



This is a tribute that was shown to around 300 financial planners at the opening of the annual FPA Retreat. It was at this retreat 35 years ago I first met Dick Wagner. I came to know Dick as an immensely caring, passionate, wise, and conscientious soul. He was one of my valued mentors and encouragers. The scope of his ideas and the depth of his creative vision challenged me to question my assumptions and expand my own views of what my chosen profession could become. I fondly called him the “Oracle of Denver.” He rather liked that title. . . .

My opinion and experience of Dick was widely shared, as evidenced by the 100 or so financial planners who flew to Denver, CO, last Saturday to honor and memorialize him. Some came from as far away as Hawaii.

The financial planning profession to which Dick devoted so much of his life was vastly enriched by his ideas and his work. The world is a better place because of him, the financial planning profession was forever changed by him, and I am a better person for knowing him.

I am even more honored to be one of the planners selected by his family to memorialize Dick in this video.

His passing continues to leave me profoundly shocked and saddened, as well as grateful to have known and been known by him.

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