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"Trust in the Lord with all thine heart; and lean not unto thine own understanding. In all thy ways acknowledge him, and he shall direct thy paths."
- Proverbs 3:5-6
February 2024
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Jonathan P. Fagan Joins Wilde Wealth Management Group as an Investment Professional
By Alison Bailin - Sunday Jul 09, 2023
Wilde Wealth Management Group, an award-winning financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof, is pleased to announce Jonathan P. Fagan, CLTC has joined the firm as an Investment Professional. In his role, Fagan will focus on helping clients be prepared for critical financial events in their lives such as retirement, strategic investing, and caring for future generations. He will also offer risk assessments. Fagan will work from the firm’s Scottsdale headquarter office, which is located at 7025 N. Scottsdale Road in Scottsdale.

Fagan is a veteran of the industry, joining Northwestern Mutual’s team in Newport Beach, Calif. in 1999, where he reached the Million Dollar Round Table in his first year and continued to do so in subsequent years until joining the organization’s leadership team as chief development officer in 2008. Fagan would remain in that executive role until 2012 when he relocated to Phoenix to serve as the managing director of the organization’s Southwest team. In 2015, eager to get back into working directly with clients, Fagan moved back into his personal practice while taking on a slew of community leadership roles across the Valley. Notably, he is a past advisory board member for Notre Dame Preparatory and Our Lady of Perpetual Help, where he and his family have been parishioners since planting roots in Arizona. He is a past president of National Association of Insurance and Financial Advisors and has coached of his three sons – Ryan, Noah, and Caleb – across several youth sports. For many years, Fagan is also active with the Scottsdale Cal Ripken, a volunteer-led, recreational nonprofit baseball league serving the youth of north Phoenix and Scottsdale, where he has served as president since 2019.

“When I met Wilde Wealth founder Trevor Wilde, I immediately knew I had found a likeminded colleague and friend. Both involved husbands and fathers focused on helping people both through investing as well as community leadership roles, I moved over to Wilde to join Trevor and plan to finish my career with him,” said Fagan. “I look forward to being a part of this team, once that in recent months was named among 2023 Top 100 Private Wealth Management Teams in the nation by Barron’s, one of only two Arizona wealth management firms recognized on national list.”

Fagan joining the team caps what has already been one of the most successful years in Wilde Wealth’s 20 years in business, which also includes the launch of Wilde Wealth Insurance, the opening of offices in in Sedona and Florida, and being named among the Most Admired Companies in Arizona by AZ Business Magazine. In addition to the Barron’s firm ranking and Most Admired Company honor, earlier this spring, Trevor Wilde was named to Barron’s annual list of top 1,200 advisors nationwide and No. 1 overall in Arizona. This is Wilde’s 15th consecutive year being honored and his 5th year in a row among the top five advisors in Arizona. It also marks Wilde’s second time being named to the No. 1 position. He was also named to Forbes’ 2023 Best-In-State Wealth Advisors list. Only 150 advisors from across Arizona were named to the prestigious list, with Wilde being named the No. 2 overall advisor statewide. This is his third year in a row earning the No. 2 overall ranking.

About Wilde Wealth Management Group
Wilde Wealth Management Group provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. A fee-based firm with in-house Senior Financial Advisors, Certified Financial Planners, Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients’ diverse goals, the firm has been recognized by Forbes and has been named to Barron’s “List of Top 1,200 Advisors” annually for 14 years, most recently ranking in the top five firms in Arizona. Currently, Wilde Wealth Management Group has seven offices across Arizona located in Scottsdale, Glendale, Mesa, Sedona, Tempe, Tucson and Payson as well as affiliates and partners in Indiana, California and New Mexico. For more information, visit http://www.wildewealth.com.