Wesley C. Bangs CDFA®

Prior to joining Momentum Independent Network, Wesley received his higher education at Saint Paul College in Saint Paul Minnesota. Wesley has been in the financial industry since 1999 and started his Financial Advisor career at AG. Edwards & Sons and since, has had extensive training at Wachovia Securities, Wells Fargo Advisors, and his latest position as a Wealth Management Advisor for Merrill Lynch. In 2008 he received his Chartered Retirment Planning Counselor (CRPC®) designation from the College for Financial Planning and became a Certified Divorce Financial Analyst (CDFA®) designee in 2011.

Being a CRPC® designee, Wesley can evaluate your financial status and design a retirement plan for your lifestyle. Get the knowledgeable advice you need on issues such as planning for health care, asset management, beneficiary designations, income tax considerations, estate strategies, and help you maximize sources of retirement income by guiding you through investments. A CRPC® designee can even help you with an understanding of complex pre- and post- retirement issues to determine a suitable time to retire or assist you in expanding on the plans that you've already made.

And, as a Financial Advisor with the Certified Divorce Financial Analyst™(CDFA®)  designation, Wesley has additional training to help you build a wealth management strategy that will address your short-term needs and long- term objectives. Additional potential benefits of working with a CDFA® - credentialed advisor during a divorce may include saving time and money, avoiding financial pitfalls during and postdivorce as well as gaining a better understanding of the financial implications of the divorce process.

Wesley adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional.