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Financial Planning for Pharmaceutical Executives

A Business Class Wealth Vision

For pharmaceutical executives, your financial world probably isn't as simple as it used to be. Now, your executive career comes with a wider variety of possibilities (and vulnerabilities) and more on the line. How do you know if you're making the right decisions today for your financial future?

Over the last 25 years, Wayne Wagner Jr., ChFC has built his practice Vizionary Wealth Management around helping pharmaceutical executives build financial plans designed to capitalize on their unique opportunities. Now, he has put those 25 years of experience and insights into this ultimate guide for pharmaceutical executives. 

Answering Critical Financial Questions for Pharma Executives

Wayne's book "A Business Class Wealth Vision" is now available for order on Amazon. In it, you'll get a first person interaction with the exact same advice we provide to our very own clients in the pharmaceutical executive space.

Order on Amazon

Get a Preview with Free eChapters!

For an introduction to "A Business Class Wealth Vision", we invite you to choose a free eChapter to get started. 

How to Maximize Your Corporate Benefit Plans

In the world of pharma executives, your benefit options aren't as simple as they used to be. 

How do you know if you are choosing the best option for you and your family?

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Unwinding a Concentrated Stock Position

Is a large share of your wealth tied up in concentrated stock positions? How do you reach safer, more diversified waters?

Wayne discusses strategies for executives looking to find more secure financial footing.

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The Seven Deadly Sins of Financial Independence

We work to help our clients pursue their financial independence, not just a retirement.

Here are seven of the most common mistakes that derail those plans.

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Other Topics You'll Cover in "A Business Class Wealth Vision"

Every executive's personal financial circumstance is unique, but there are a few trends Wayne has seen across the spectrum. Having a firm grip on these core components of your financial world can help provide the pivotal direction you need to move forward with a sense of confidence.

Other Chapters Include

  1. Identifying Specialized Planning Insight for Specialized Executive Plans
  2. How to Pick the Best Advanced Compensation Options
  3. How to Improve Your Negotiated Opportunities During Career Transition
  4. How to Combat Sudden Wealth Syndrome
  5. And more!

Meet the Author: Wayne Wagner Jr., ChFC

Wayne Wagner, Jr. helps high net worth clients find the right solutions for their unique needs. He truly enjoys helping to guide his clients as they make decisions related to their personal finances, business ventures, and estate plans.

Wayne is president of Vizionary Wealth Management and an Investment Advisor Representative with WealthPLAN Partners. 

He has passed the Series 6, 7, 24, 63 and 65 securities exams and also has earned the Chartered Financial Consultant (ChFC) designation, which allows him to provide comprehensive financial planning services for his clients and requires him to uphold the highest ethical standards.