There is a psychological component to being a financial planner, Will Lagos says. Life has its ups and downs, and emotions can cloud sound financial judgement for those dealing with either good or difficult personal and family issues. Yet when you have a trusted adviser to call upon - an individual who can remain compassionate yet provide unbiased advice - "that's the true value of a financial planner," the Verus senior vice president says.
Will is a proud graduate of Wake Forest University, earning a bachelor’s degree in economics and – aiding in his current role – a minor in psychology. Will comes from a professional background that includes working with an executive benefits firm specializing in deferred compensation and insurance planning. Known to be the first on his block with any new Apple product, Will and his wife have three very active children. He enjoys camping, reading, and beach vacations with the family.
Will holds several designations and memberships:
CERTIFIED FINANCIAL PLANNER™
Enrolled Agent admitted to practice before the Internal Revenue Service
Chartered Financial Consultant®, The American College
Accredited Investment Fiduciary® professional designation from Fiduciary 360
Life and Health Insurance Consultant license in Virginia
Member, Financial Planning Association
Past Chairman and Past President, Financial Planning Association of Central Virginia
Board Member, the Community Tax Law Project charitable organization
Verus Investment Policy Committee
National Association of Personal Financial Advisors (NAPFA) registered advisor