Financial Planning2017-03-04T02:52:30+00:00
Sandra Wagner - Financial Planning

Wagner Planning
Contact: Sandra J. Wagner, CFP®
Phone: 503-342-0038
Address: 5285 Meadows Rd., Suite 310, Lake Oswego, OR 97035

Wagner Planning - Financial Planning

Sandra Wagner is a Financial Consultant and CERTIFIED FINANCIAL PLANNER™ professional, which means she has completed more than 1,000 hours of continuing education and passed several rigorous exams.

Sandra specializes in helping people manage wealth from inheritances, settlements, retirement, or other life-changing events. She helps take the fear out of finance and works hard to make her clients’ financial lives easier and more profitable.

Sandra Wagner is well established in the financial planning industry, starting her practice in 2001. She gained a majority of her training and knowledge through her time with Morgan Stanley and A.G. Edwards/Wachovia Securities before becoming independent in 2009.  She is an active member of the Financial Planning Association of Oregon and SW Washington.

Sandra is very involved and has served her community on many different fronts including past Vice President of Finance for the Junior League of Portland and as a Board Member of the Champoeg Chapter Daughters of the American Revolution. She is a native Oregonian and graduate of George Fox University, with a BS in Business and Economics. Sandra and her husband Mark have been married since 2000 and live in Newberg with their daughters, Reatta, Reagan, and Realyn.

Securities and advisory services offered through SII Investments, Inc.® member FINRA/SIPC and a registered Investment Advisor.
SII & Wagner Planning are separate companies.
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