Jake Wagner, CDMP

Jake got his first computer in 1985.  He was six.  It didn't have a modem or a hard drive but had Super VGA and had a whopping 2MB of RAM.  His fascination with technology grew as the internet came into being.  He has watched the it evolve which brings a unique wisdom and acumen to address and understand and coach his clients.

His first job after receiving his Psychology B.A. from the College of Wooster was with a boutique financial planning firm in the Loop of Chicago.  After this he moved to boulder to participate in the hey day with the Integral Institute and after was a supervisor with the data mining firm Umbria Communications.

Jake has worked for several RIAs.  He has been listening and learning from the leaders of the financial planning profession since early adulthood.  This has instilled in him a stewardships to help as many people receive financial advice as possible by helping financial planners attract their ideal clients.

He has been listening to the needs and concerns of the financial planning community throughout his professional career.  He brings the knowledge he acquired from these companies to his current clients.  His first online advisor training program was wile he was the manager of Community Relations for the online Registered Investment Advisor Myfinancialadvice in a project called Online Advisor Central.

In 2013 Jake started Wagner Communication Systems.  It was easy to see how difficult the internet and software landscape can be for Certified Financial Planners™.  He established the firm to help CFP® Professionals by coaching and implementing the best compliant digital marketing strategies available.  After working under the Wagner Communication Systems banner for 2 years Jake started the Digital Marketing 4FP podcast and in May of 2017 he rebranded his firm to Digital Marketing 4FP, LLC.

We bridge the gap between your tech needs, the six step financial planning model taught by the CFP Board and approved certificate programs and matches that with your business’s demands to create an engaging high tech / high touch experience for you and your clients. Our solutions enrich your firm’s online presence and support you and improve your bottom line with contemporary digital marketing strategies.