Sandra J. Wagner, CFP®

Sandra J. Wagner

Sandra J. Wagner is the President, CEO, and CERTIFIED FINANCIAL PLANNER™ professional for Wagner Planning, which means she has completed more than 1,000 hours of continuing education and passed several rigorous exams. Sandra specializes in helping people manage sudden wealth from inheritances, settlements, retirement or other life-changing events. She takes the fear out of finance and works hard to make her clients’ financial lives easier and more organized.

Sandra 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 starting her own practice in 2009. Sandra is an active member of the Financial Planning Association of Oregon and SW Washington.

Sandra has been very involved and has served in her community over the years on many different fronts, including:

*Please note the positions listed below are not currently held.

  • Junior League of Portland
    • Past Vice President of Finance
    • Board of Directors
    • Volunteer of the Year
  • Daughters of the American Revolution
    • Past Treasurer
    • Board of Directors
    • Oregon Outstanding Junior of the Year

She is a native Oregonian and graduate of George Fox University, with a BS in Business and Economics, Summa Cum Laude. Sandra and her husband Mark have been married since 2000 and live in Newberg with their daughters Reatta, Reagan, & Realyn.

Sandra holds the following registrations/licenses:

  • General Securities Representative (Series 7)
  • Uniformed Combined State Law (Series 66)
  • Insurance Licenses: Life, Variable Contracts (e.g. annuities), Health, Disability, Long-Term Care

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