Qualifications

 

Wesley C. Bangs
Financial Advisor | CRPC® | CDFA®
Momentum Independent Network

Experience & Background

Prior to joining Momentum Independent Network, I earned my higher education at Saint Paul College in Saint Paul, Minnesota. I began my career in the financial industry in 1999, and then launching as a Financial Advisor at A.G. Edwards & Sons. Since then, I’ve received extensive training and held key advisory roles at:

  • Wachovia Securities

  • Wells Fargo Advisors

  • Merrill Lynch (Wealth Management Advisor)

This background has shaped my ability to deliver clear, comprehensive, and objective financial advice tailored to each client’s needs.

Professional Designations

Chartered Retirement Planning Counselor® (CRPC®)

Awarded by the College for Financial Planning in 2008, the CRPC® designation allows me to:

  • Evaluate your financial status and lifestyle needs

  • Design retirement strategies that incorporate health care planning, estate strategies, income sources, and tax considerations

  • Guide you in identifying and maximizing potential retirement income

  • Help determine the optimal time for retirement

  • Support and refine existing retirement plans

Certified Divorce Financial Analyst® (CDFA®)

I earned my CDFA® designation in 2011. As a financial professional trained in divorce planning, I help clients navigate the complexities of divorce with a focus on:

  • Financial forecasting and scenario modeling

  • Avoiding costly mistakes during and after the divorce process

  • Coordinating with attorneys to clarify financial impacts and settlement outcomes

  • Ensuring both short-term stability and long-term security

Whether you’re facing a divorce or starting over financially, I bring specialized expertise to help safeguard your future.

A Personalized, Disciplined Approach

I adhere to a structured, client-first process that begins with understanding your whole life—not just your balance sheet. I take the time to learn who you are, what you value, and what you want your future to look like.

From there, I develop a custom wealth management strategy that reflects your personal goals and professional needs—whether you’re planning retirement, funding your children’s or grandchildren’s education, or working to reduce your tax exposure.

Mission Statement

"My mission is to build lifelong client relationships based on trust and satisfaction."

My value lies in the combination of real-world experience, deep financial knowledge, and a disciplined planning process. I partner with my clients to:

  • Formulate a tailored and actionable financial strategy

  • Implement that strategy with care and accountability

  • Provide ongoing guidance through every life stage and market cycle

Through it all, my commitment remains unwavering: You, my client, are the focus.

 

                          Wesley C. Bangs