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Sandra W
CFP®, Series 66
Lake Oswego, OR
Wagner Planning
Sandra Wagner is a CFP® with 24 years of industry experience and operates Wagner Planning, a firm she has led since 2011. Her prior roles include positions at Securities America, Inc. and SII Investments, Inc. She serves as chair of finance and a board member at Veritas School, a private school in Newberg, Oregon. Wagner Planning provides tailored financial planning and investment advice to individual clients, including high-net-worth households. The firm uses proprietary model portfolios and a systematic asset-allocation process, combining mutual funds, ETFs, REITs, individual equities, and bonds with a primarily long-term buy-and-hold strategy.
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