W. Ray Sagner, CFP®

W. Ray Sagner, CFP® | Financial Management & Consulting Services | The Legacy Group

W. Ray Sagner, CFP®

Certified Financial Planner, CFP®

After graduating from Boise State University, Ray spent a year working as the Fitness Coordinator on an Air Force base in Tabuk, Saudi Arabia. After returning from Saudi, he was awarded a teaching assistantship for the Master’s program in Health Education at the University of Idaho, graduating in 1990. After traveling and living in New York and then Upper Michigan, Ray had an opportunity to move back to Oregon to purchase and manage a small business in Salem, close to his family. It was during that time, putting in long hours running a business, that his interest in comprehensive financial planning and investments became more intense. He took course work in Financial Planning, and in 2000 became a Certified Financial Planner™ professional.

Ray has been in practice for over fifteen years now, having joined The Legacy Group in 2004 from Morgan Stanley where he worked as a financial advisor, specializing in retirement planning. Prior to his position with Morgan Stanley, Ray was with US Bank/US Bancorp Investments in Salem, where he served as an Investment Representative. In 2008, he took over the day to day operations of The Legacy Group and gained ownership in 2012.

Professional and community engagement has been and continues to be extremely important to Ray and the firm. He has served as the Co-Chair for Leadership Salem at the Salem Area Chamber of Commerce, President of the Rotary Club of South Salem, and President and current board member of Smith Fine Arts Series at Western Oregon University. He is also a member in good standing with the Willamette Valley Estate Planning Council, The Financial Planning Association (FPA), and The Financial Planning Association of Oregon and Southwest Washington. He has also been writing a monthly column for the Salem Business Journal since 2005.

Ray’s favorite aspect of his work is helping his clients become financially organized and helping them understand the importance of seeing how it all fits together. In his time away from the office, he enjoys working out, biking, hiking, golf, cooking and reading.

CFP® and Certified Financial Planner™ professional are certification marks owned by Certified Financial Planners Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.