Greg Sagers CFP®
(801) 652-9323Besides 25 years of real-world experience, Greg holds a Masters in Financial Services from The American College, Bryn Mawr, PA. He’s been a Certified Financial Planner™ since 2009. He keeps up on all state and CFP continuing education requirements and is properly licensed in all applicable states.
Greg began his career in 2001 on the insurance side as Northwestern Mutual’s Assistant Director of Operations/Utah. A few years later, Morgan Stanley recruited him to advise clients on investment portfolios. In 2010, he joined a small local firm because of concerns with the ethics of large Wall Street companies. In 2023 he founded Willow Creek Wealth in order to better serve clients.
He also has “street smarts” experience. In 2007, his employer (like most firms) was hard-selling mortgage-backed and auction rate securities. He thought they looked fishy. Standing up to management, he actually talked clients out of them. As I’m sure you know, history showed it was the right call.
