James Wagenbach is a distinguished leader with over three decades of experience in financial services, insurance, and investments. As the President of Navitas Group, LLC since 2006, James has cultivated a deep understanding of strategic leadership, helping organizations achieve their objectives with clarity and precision. With an extensive track record in disability insurance, long-term care, and life insurance/estate planning, he is a respected expert, endorsed by colleagues for his insight and impact.

James earned his degree from Loyola Marymount University, where his academic foundation prepared him to thrive in complex industries. His career spans numerous leadership roles, including board service at nonprofit and educational institutions, showcasing his commitment to fostering innovation and supporting meaningful initiatives. His expertise in 401(k) consulting, employee benefits, and estate planning makes him a go-to advisor for businesses seeking to optimize their operational frameworks.

Throughout his career, James has combined his technical expertise with a passion for empowering others. He has been a speaker at professional events, sharing insights on employee benefits and 401(k) plan management. This ability to translate complex financial concepts into actionable strategies has earned him the trust of peers and clients alike.

As President of Navitas Group, LLC, James has led the organization through nearly two decades of steady growth and innovation. His strategic vision and deep industry knowledge have allowed him to address diverse challenges while aligning organizational goals with long-term success. James is a solutions-driven leader, always prioritizing the development of impactful programs that create measurable value.

James’s contributions extend beyond his professional accomplishments. He has actively served on the board of his alma mater’s high school, where he served as the Chair of two committees on the Board. This commitment underscores his dedication to giving back to the community and using his leadership skills to drive meaningful change.

In addition to his work in finance and education, James is passionate about sports, entertainment, and current events. These personal interests complement his professional pursuits, fostering a well-rounded perspective that enriches his decision-making and strategic insights. His lifelong journey as a childhood survivor of open surgery has instilled in him resilience, empathy, and a drive to make a lasting impact on the world.

James’s achievements have been further validated by endorsements from peers, with 23 endorsements in disability insurance and 21 in long-term care. These endorsements reflect his unwavering commitment to excellence and his ability to guide organizations through complex challenges with confidence and skill.

Today, James continues to leverage his expertise to empower others, sharing his knowledge and contributing to the success of organizations across industries. His combination of financial acumen, leadership experience, and a dedication to community service makes him a truly exceptional professional.

Character:
James Wagenbach exemplifies resilience and integrity, drawing from his journey as a childhood survivor of heart disease to inspire his leadership. His dedication to community service and fostering meaningful relationships highlights his commitment to leaving a positive impact on both organizations and individuals.

Knowledge:
With over 30 years of expertise in financial services, insurance, and investments, James has a proven track record of driving success in complex industries. His in-depth understanding of disability insurance, long-term care, and employee benefits has earned him endorsements from peers and recognition as a trusted advisor.

Strategic:
James is a forward-thinking leader who aligns organizational objectives with practical strategies for long-term growth. His ability to navigate diverse challenges and implement impactful programs showcases his talent for fostering sustainable success.

Communication:
A skilled communicator, James has a unique ability to distill complex topics into actionable insights, enabling stakeholders to make informed decisions. His public speaking engagements on employee benefits and 401(k) plans have solidified his reputation as an approachable and knowledgeable thought leader.