About
James Sager, CFP®, ABFP™, is a Vice President and Financial Advisor at Wealth Enhancement with over 20 years in the industry. Prior to taking on the responsibility and privilege of working directly with clients, James’s early career was spent with FocusPoint Solutions, Inc., where he worked closely with fee only financial advisors as a relationship manager before moving into the role of Director of Implementation and Development. There, he helped advisory firms move to a fee-only business model, streamline their operations, implement technology solutions, and enhance their service models through greater efficiency and best practices.
Although James valued his time in operations, the birth of his second son inspired him to take the next step—shifting from behind-the-scenes work to directly helping individuals and families achieve their financial goals. He brings a strong analytical background and a genuine desire to serve clients with clarity, structure, and long-term perspective.
James grew up in Portland and originally pursued computer science before completing his degree in economics, combining his technical foundation with a minor in multimedia and web design. Today, he and his family have established roots in Bend, OR. James is a dedicated husband and proud father of three boys, Owen, Levi, and Brooks. Outside the office, James stays active by working out, playing slow pitch softball, snowboarding in the winter, and embracing any opportunity to join a game or sport. He and his wife, Heather, also share a love of travel and are committed to giving their boys meaningful experiences with different cultures through annual family adventures.
Education
- BS, International and Financial Economics, Oregon State University
Resources from James Sager
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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