Jonathan P. Fagan Joins Wilde Wealth Management Group as an Investment Professional
(SCOTTSDALE, Ariz. – July 10, 2023) – Wilde Wealth Management Group, an award-winning financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof, is pleased to announce Jonathan P. Fagan, CLTC has joined the firm as an Investment Professional. In his role, Fagan will focus on helping clients be prepared for critical financial events in their lives such as retirement, strategic investing, and caring for future generations. He will also offer risk assessments. Fagan will work from the firm’s Scottsdale headquarter office, which is located at 7025 N. Scottsdale Road in Scottsdale.
Fagan is a veteran of the industry, joining Northwestern Mutual’s team in Newport Beach, Calif. in 1999, where he reached the Million Dollar Round Table in his first year and continued to do so in subsequent years until joining the organization’s leadership team as chief development officer in 2008. Fagan would remain in that executive role until 2012 when he relocated to Phoenix to serve as the managing director of the organization’s Southwest team. In 2015, eager to get back into working directly with clients, Fagan moved back into his personal practice while taking on a slew of community leadership roles across the Valley. Notably, he is a past advisory board member for Notre Dame Preparatory and Our Lady of Perpetual Help, where he and his family have been parishioners since planting roots in Arizona. He is a past president of National Association of Insurance and Financial Advisors and has coached of his three sons – Ryan, Noah, and Caleb – across several youth sports. For many years, Fagan is also active with the Scottsdale Cal Ripken, a volunteer-led, recreational nonprofit baseball league serving the youth of north Phoenix and Scottsdale, where he has served as president since 2019.
“When I met Wilde Wealth founder Trevor Wilde, I immediately knew I had found a likeminded colleague and friend. Both involved husbands and fathers focused on helping people both through investing as well as community leadership roles, I moved over to Wilde to join Trevor and plan to finish my career with him,” said Fagan. “I look forward to being a part of this team, once that in recent months was named among 2023 Top 100 Private Wealth Management Teams in the nation by Barron’s, one of only two Arizona wealth management firms recognized on national list.”
Fagan joining the team caps what has already been one of the most successful years in Wilde Wealth’s 20 years in business, which also includes the launch of Wilde Wealth Insurance, the opening of offices in in Sedona and Florida, and being named among the Most Admired Companies in Arizona by AZ Business Magazine. In addition to the Barron’s firm ranking and Most Admired Company honor, earlier this spring, Trevor Wilde was named to Barron’s annual list of top 1,200 advisors nationwide and No. 1 overall in Arizona. This is Wilde’s 15th consecutive year being honored and his 5th year in a row among the top five advisors in Arizona. It also marks Wilde’s second time being named to the No. 1 position. He was also named to Forbes’ 2023 Best-In-State Wealth Advisors list. Only 150 advisors from across Arizona were named to the prestigious list, with Wilde being named the No. 2 overall advisor statewide. This is his third year in a row earning the No. 2 overall ranking.
About Wilde Wealth Management Group
Wilde Wealth Management Group provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. A fee-based firm with in-house Senior Financial Advisors, Certified Financial Planners, Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients’ diverse goals, the firm has been recognized by Forbes and has been named to Barron’s “List of Top 1,200 Advisors” annually for 14 years, most recently ranking in the top five firms in Arizona. Currently, Wilde Wealth Management Group has seven offices across Arizona located in Scottsdale, Glendale, Mesa, Sedona, Tempe, Tucson and Payson as well as affiliates and partners in Indiana, California and New Mexico. For more information, visit www.wildewealth.com.
Jonathan Fagan is a Registered Representative offering securities, and Trevor Wilde is a Financial Advisor offering securities and advisory services through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Tax, legal, and mortgage services are offered separately from Cetera Advisors LLC which does not provide tax advice, legal advice, nor mortgage services. 7025 N. Scottsdale Rd. Ste #115 &110 Scottsdale, AZ 85253
Arizona’s Most Admired Companies is an Arizona awards program given by BestCompaniesAZ and AZ Business Magazine. To win, a business must demonstrate excellence in its leadership, corporate culture, vision, innovation, customer relations, and community engagement through corporate social responsibility programs. This award recognizes excellence in workplace culture, leadership, social responsibility, and customer opinion. All Arizona companies are eligible to submit an application. All nominations are reviewed by a selection committee comprised of industry leaders and subject experts, the Arizona Business Magazine editorial team and Arizona’s Most Admired Companies Presenting Sponsors or Partners that are not participating in the competition. The selection committee determines all honorees. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
Barron’s Top 1200 Advisors (Award recipient Trevor Wilde, Financial Advisor at Wilde Wealth Management Group): Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then verified and then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be considered as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
The Forbes ranking of Best-In-State Wealth Advisors (awarded to Trevor Wilde), developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of March 2021 and 32,725 nominations received, based on thresholds – 15,854 invited to complete online survey – 13,114 telephone interviews – 2,085 in-person interviews at Advisor’s location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
Barron’s Top 100 Private Wealth Management Teams award is an annual ranking of wealth advisory teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the aadvisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Advisors LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.
The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. Inclusion of wealth manager in award program is not indicative of future success.
