Resilient Wealth Management Inc.

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Resilient Wealth Management Inc. Resilient Wealth Management is a boutique financial planning firm based in the Central Valley of CA.

Securities offered through LPL Financial, Inc., a registered investment advisor, Member FINRA/SIPC
See our website below for additional disclosures.

Please join us in welcoming Barbara Wagner to Resilient Wealth Management.Barbara brings 26 years of financial services ...
10/15/2026

Please join us in welcoming Barbara Wagner to Resilient Wealth Management.

Barbara brings 26 years of financial services experience to our team, including 15 years with Merrill Lynch and 11 years with Strongtower Financial.

As our Client Service Advisor, she’ll work closely with Brandon to support the financial planning process, assist with investment reports and portfolio rebalancing, and execute trades based on client requests.

Her philosophy is simple: “Listen first, understand what matters most, and put my clients’ interests at the center of every recommendation.”

That approach fits naturally with how we want people to experience RWM: personal, thoughtful, and centered on the person behind the financial plan.

We’re excited to have Barbara with us and for our clients to get to know her.

This weekend, we had the privilege of attending the Fresno State homecoming football game in the university president's ...
10/14/2026

This weekend, we had the privilege of attending the Fresno State homecoming football game in the university president's suite, with Dr. Saul Jimenez-Sandoval and his wife—an unforgettable experience. We enjoyed engaging conversations about childhood, upbringing, and education; shared laughter and fist bumps; and rooted for the Bulldogs, though they didn't win. It was a pleasure to connect with him, his wife, his son, and many others.

Thanks to Becky Brown for the invitation. We even took a photo with Victor Bulldog IV, the star of the day.

Over the years, I've learned you can look at someone and have absolutely no idea what they're going through.You may see ...
10/09/2026

Over the years, I've learned you can look at someone and have absolutely no idea what they're going through.

You may see someone smiling, showing up to work every day, taking care of their family, and doing everything they're supposed to do. Meanwhile, they're carrying financial worries they haven't shared with anyone.

I understand that because I've had my own share of financial challenges and life experiences that didn't go according to plan.

And one thing those experiences taught me is how important it is to have someone you can talk to without feeling embarrassed or judged.

That's a big part of why I started Resilient Wealth Management.

I wanted to create a place where you could have an honest conversation about money. Where you could tell me what's really going on, ask the questions you've been holding back, and know that I'm not sitting across from you judging the decisions you've made.

I've made mistakes. I've had to make adjustments. I've had seasons where I had to figure things out, too.

So when you sit down with me, I want to understand your life before we start talking about your financial plan.

Maybe things are going really well right now. Maybe you're dealing with something you never expected. Or maybe you just need someone to listen and help you sort through your options.

Wherever you are, we can start there.

We are officially in the final stretch of the year. Q4 is here, and while the holiday rush is just around the corner, Oc...
10/03/2026

We are officially in the final stretch of the year. Q4 is here, and while the holiday rush is just around the corner, October is the absolute best time to run a quick diagnostic on your personal finances before the year-end chaos takes over.

Here is your October Financial Checklist to keep your momentum going:

1. Prepare for Open Enrollment: Take a close look at your employer benefits, health insurance options, and FSA or HSA contributions. Avoid just auto-renewing; take a moment to review rate changes or better fits.

2. Check Your Retirement Contributions: There are only three months left to maximize your 401(k) or IRA contributions for the year. A small adjustment to your savings rate now can make a big difference by December.

3. Start Your Holiday Budget Today: Let's avoid the December credit card hangover. Set a clear, realistic spending limit for gifts, travel, and entertaining right now.

4. Review Your Tax Withholdings: Look at your year-to-date pay stubs. If your income changed significantly this year, adjusting your withholdings now can prevent an unpleasant surprise next April.

Taking just an hour this week to check these off will save you a massive headache during the holidays.

Which of these is your top priority this week? Let us know below!

Looking back on a full season, we're filled with gratitude for the moments, people, and community that make our work so ...
10/01/2026

Looking back on a full season, we're filled with gratitude for the moments, people, and community that make our work so meaningful. Here are a few highlights:

1. Honoring St. Agnes
Our support for Saint Agnes Medical Center comes straight from the heart. When Nicole suffered a heart attack, the care team stepped in during one of our scariest moments with incredible compassion, clarity, and comfort. Most importantly, Nicole walked out 48 hours later. Supporting the team that gave us our peace of mind back will always be a priority.

2. Central California Women's Conference
We had an incredible time meeting so many inspiring people and having candid conversations about money. The biggest takeaway that resonated across every conversation: it is completely okay not to have all the answers. Simply acknowledging what you don't know is the first powerful step toward financial confidence. We're proud to keep wealth management accessible to our entire community with zero barriers.

3. Quality Time Together
We rounded things out with a team dinner to celebrate our work, reflect on the season, and recharge together.

Swipe through to see a few glimpses of what we've been up to!

09/17/2026

We had such a good time at the Central California Women's Conference yesterday. Thank you to every person who stopped by the Resilient Wealth Management booth, introduced yourself, followed along, or stayed for a conversation.

I had a lot of conversations about money throughout the day, but one thought stayed with me long after the event was over:

It’s okay to admit that you don’t know what to do with it. 🤷‍♂️

There can be so much pressure around money to have the right answer, understand every option, or feel like you should already know what your next move is.

I watched some of that pressure ease as people simply acknowledged, “I don’t know.”

There is power in being comfortable enough to say that.

That admission doesn’t mean someone immediately trusts me with their finances, nor should it. But it can be a meaningful first step. You recognize what you don’t know. You realize you may need more information. Then you can begin asking better questions and finding people you trust to help you understand your options.

That is a big part of why yesterday meant so much to me.

After all the conversations, introductions, and new connections, our team left feeling grateful. It is an honor to be part of a community where women are supporting one another, sharing resources, and becoming more comfortable having conversations about money.

I also don’t take lightly the opportunity to serve in this community and continue making wealth management feel more accessible to people who may not have always felt that these conversations or spaces were meant for them.

To everyone who spent part of your day with us, thank you. We’re glad you’re here, and I hope yesterday was only the beginning of the conversation.

👀 💫 And if you entered our giveaway, stay close. We’ll announce the winners of our Muses Day Spa, Blue Moon Yoga, and Orangetheory prizes this Friday. 🎉

We’re headed back to the Central California Women’s Conference!  Join the Resilient Wealth Management team on September ...
09/13/2026

We’re headed back to the Central California Women’s Conference!

Join the Resilient Wealth Management team on September 15 at the Fresno Convention & Entertainment Center for a day centered on connection, community, and women.

If you’re attending, make sure the RWM booth is on your list. We’ll have goodie bags, wellness-inspired giveaways, and opportunities to enter our raffle for a few special prizes.

Come say hello, meet the team, and spend a few minutes with us. We’d love to see you there!

📍 Fresno Convention & Entertainment Center
📅 September 15, 2026

https://www.ccwc-fresno.org/

Today, we honor the lives that were lost, the lives forever changed and the acts of courage and service that followed.Ma...
09/11/2026

Today, we honor the lives that were lost, the lives forever changed and the acts of courage and service that followed.

May we continue to carry those stories forward.

We remember. We honor. We will not forget.

Today, we pause to honor and remember the lives lost on September 11th. May their memory live on forever in our hearts. ...
09/11/2026

Today, we pause to honor and remember the lives lost on September 11th. May their memory live on forever in our hearts.

08/21/2026

Last year, I walked into my first LPL Financial conference just two months after transitioning my practice to LPL. I remember feeling like I was drinking through a fire hose. 12,000+ advisors, more information than I could process, and I didn't know a single face in the crowd.

Last week, I went back for my second one. Completely different experience. I couldn't get through a hallway without running into someone I recognized.

Amanda Bateman, CFP®, a woman I'd prayed with at the Prayer Breakfast the year before, found me and remembered my name. Conversations picked back up with amazing leaders like Jen Roche and Beth Csengody like no time had passed.

Jesse Cole, founder of the Savannah Bananas, gave the keynote, and it stuck with me more than I expected. His framework came down to four things: entertain always, engage deeply, empower your team, experiment often. The part I keep replaying is what he said about failure. 🎯 It's only fatal if you stop.

The Kingdom Advisors Prayer Breakfast was transformative. The message centered on money as a tool, and our platforms as a ministry. A purpose. A calling. Being a good steward of your treasure and your talent. I left with new resources, but what stuck with me is how fast this experience stopped feeling like a room full of strangers and started feeling like a community I actually belong to.

Address

590 W. Alluvial Avenue STE 108, Fresno, CA 93711
Fresno, CA
93711

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

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