E. Wagner & Associates, Inc., is a regional investment banking firm specializing in municipal finance, offering underwriting of municipal securities and providing financial advisory services to California municipalities and public entities. The Firm's most noted clients include:
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E. Wagner & Associates, Inc. is a California corporation founded in 1997 by Emily E. Wagner. The firm is a 100% woman-owned investment banking firm. The firm has extensive experience in a wide range of long-term debt financing, including but is not limited to land-secured financings, general obligations, tax allocation bonds, revenue bonds, certificates of participation, special tax bonds and housing bonds. The Firm's sole focus is in public finance. Therefore, 100% of the Firm’s resources are committed to public finance. Since the firm's inception (February 1997), the firm has completed ninety-nine (99) bond financings totaling excess of $6.8 billion.
E. Wagner & Associates, Inc. is a fully disclosed municipal securities broker-dealer. The firm is a registered member with the Municipal Securities Rulemaking Board (MSRB) and Securities Investors Protection Corporation (SIPC).
The firm is also a registered member with the Financial Industry Regulatory Authority (FINRA), www.finra.org.
The firm is certified as a Woman Business Enterprise and Disadvantage Business Enterprise (WBE/DBE) with multiple agencies such as California Department of Transportation, (CALTRANS), WMBE Clearinghouse, etc. Also, the firm is certified with State of California as a Targeted Business Enterprise (TBE) and Small Firm Program (SFP).
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E. Wagner & Associates,
Inc.
5510 Sunol Boulevard, Suite 3 Pleasanton,
California 94566
Telephone: (925) 416-1200 | Facsimile: (925)
416-1296
Contact us at ewagner@e-wagner.net