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Carin Wagner is a recognized leader in wealth management, known for her ability to simplify financial complexity and provide strategic, long-term financial guidance to high-net-worth individuals and families. As Senior Vice President at GHPIA, she is a key decision-maker in shaping the firm’s investment strategy, financial planning approach, and client service philosophy. With more than two decades of experience, she has built a reputation for deep financial expertise, steady leadership, and an ability to help clients navigate even the most challenging market conditions.
Carin works with executives, business owners, and multi-generational families to develop customized strategies for investment growth, tax optimization, estate planning, and risk management. Her clients turn to her for clarity and direction when making major financial decisions, whether it is preparing for retirement, selling a business, or structuring a lasting legacy for future generations. She is known for her sharp analytical skills, proactive problem-solving, and ability to translate complex financial concepts into clear, actionable strategies.
She has successfully guided clients through major market cycles, including the dot-com bubble, the 2008 financial crisis, and today’s evolving economic landscape, providing measured, strategic counsel that keeps clients focused on their long-term financial success.
Before joining GHPIA, Carin held key positions at Oppenheimer Funds and TIAA-CREF where she advised professors and college staff on retirement and investment planning. She holds a Bachelor’s degree in Finance and Marketing from Ohio University and an MBA from the University of Denver. As a Certified Financial Planner™ (CFP®), she upholds the highest standards in fiduciary financial planning.
Today, she values the deep relationships she builds with her clients and the trust they place in her. As one of the few people with whom they can openly share their financial successes and concerns, she is honored to provide guidance that helps them reach their goals with confidence.
Carin’s passion for financial planning started early, when she would meticulously count the coins in her piggy bank and later, in college, calculate interest impact for friends who were struggling with credit card debt. This lifelong curiosity about financial decision-making evolved into a career dedicated to helping people build wealth, security, and peace of mind. Carin, a Colorado native, and her family are deeply connected to the Denver community. She is a graduate of Thomas Jefferson High School, class of 1992. Her children attend Denver Public Schools, following in her footsteps. They are competitive skiers and participate in a variety of sports. An avid skier herself, Carin spends many weekends at Winter Park, enjoying Colorado’s mountain lifestyle with her family and friends.
