BML Team

“Kipper” Wagner is a CERTIFIED FINANCIAL PLANNER™ professional, and Series 66 license holder. He earned his Bachelor of Arts in Business from Biola University and is passionate about helping individuals and families navigate life’s financial decisions with clarity and confidence. As a fiduciary, he is committed to providing objective guidance and personalized strategies that help clients align their finances with what matters most to them.

Prior to joining BML Wealth Management, Kipper began his career with Ayco, a Goldman Sachs company, where he provided comprehensive financial planning and benefits counseling to employees of Fortune 500 companies. He advised clients on retirement planning, investment allocation, tax strategies, employee benefits, equity compensation, insurance planning, and long-term wealth management. Following his time at Goldman Sachs, Kipper transitioned to the independent advisory space, where he continued helping individuals and families develop personalized financial plans, navigate important life transitions, and pursue their long-term financial goals.

Originally from Chicago, Kipper grew up cheering on Chicago sports teams and remains a dedicated fan today. After moving to Southern California for college, he met his wife, Brooke, and decided to make Orange County home. Outside the office, he enjoys spending time with Brooke and their son, playing golf, hosting friends for Survivor watch parties, and staying involved in the local community through Newport Coast Rotary.