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Financial Planning Strategist
Bethany Wagemann is a financial planning strategist at CIBC Private Wealth in San Francisco with over 5 years of industry experience. In this role, she works closely with relationship managers, wealth strategists and business development officers to provide clients and prospects across the country with cash flow, retirement and estate planning analyses.
Prior to joining the firm, Bethany served as a wealth advisor at Nurtured Wealth, where she developed and delivered financial plans and strategies to individuals and families. Previously, she worked for IEQ Capital, advising ultra-high-net-worth clients primarily in the venture capital and private equity space.
Bethany earned a Bachelor of Arts and Master of Business Administration degree from University of Maryland. She is a CERTIFIED FINANCIAL PLANNER™ professional.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
