John Wagner joined Robert Fine & Associates, an insurance and financial services firm located in Framingham, Massachusetts, in May of 2016. His practice specializes with business owners and families to help them understand the ever-changing financial landscape. John has solidified himself as a go to resource for businesses in the area of tax-savings strategies, redeployment of assets, expansion, as well as mergers and acquisitions.
Mr. Wagner brings with him a team of inside and outside representatives to review Profit and Loss statements, perform Business Evaluations and set up Estate Plans.
In 2019, John was recognized, and a recipient of, the National Association of Insurance and Financial Advisors (NAIFA) Massachusetts’s 4 Under 40 Award. In 2020, John was honored as a member of The Court of the Table for The Million Dollar Round Table (MDRT).
Mr. Wagner is a sought-after mentor for new representatives to the industry. Among other honors, he has qualified for Guardian’s Leaders Club each year he has been eligible. His charitable interests involve The Wounded Warrior Project, The Barstool Fund, and Toys for Tots.
Financial Representative of Guardian.