Bart Wagstaff Joins the Capita Financial Network

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After working as a financial advisor at Fidelity Investments, Bart Wagstaff joins the Capita Financial Network team in order to join an independent advisory firm.

Bart Wagstaff

As a wealth and retirement planning expert, Bart Wagstaff provides customized financial planning solutions. With over a decade of wealth planning experience, Bart has worked for Zions Bank, Goldman Sachs and Fidelity Investments. Bart specializes in guiding individuals and families toward their goals and developing customized wealth planning solutions. His fundamental belief is that financial success is achieved by establishing your plan, understanding it, and staying the course.

Bart has an honors degree in Finance from the University of Utah. He is a series 65 Investment Advisor Representative and is Life Insurance licensed through the state of Utah. Bart resides with his wife and 4 children in Sandy, Utah. He’s an avid golfer and long-distance endurance athlete having completed over 25 marathons and several Ironman races.

Capita Financial Network is an independent Registered Investment Advisory firm in Sandy, Utah. Capita is a group of financial planning experts who work together to help clients design a retirement
plan that is comprehensive, coherent, and tailored exactly to their needs.

Advisory services provided by Capita Financial Network LLC, an SEC Registered Investment Adviser. Registration with the SEC does not imply certain training or skill.

Capita Financial Network
9980 S. 300 W. #140
Sandy, UT 84070

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