Broker Check
Edward W. Sager, CPA, PFS

Edward W. Sager, CPA, PFS

Founder, Owner

Edward Sager is Founder and owner of EWS Financial Services Inc. After four years in the military He graduated from Portland State University with a BS in Business Administration. Following several successful years in sales, he then met the educational and experience requirements to become a CPA and PFS (personal financial specialist). As a Financial Advisor, Ed holds his Series 6, 7, 63, 65 registrations through LPL Financial and his 65 registration through Strategic Financial Partners as well as Life, Health and Annuities licenses.

Ed has over 25 years experience working with many families and small businesses to help work toward their investment objectives. His success stems from his ability to understand what the long term needs and goals of each client are. Ed believes the three most important attributes of a financial specialist are the ability to listen, to educate, and maintain a disciplined approach to investing.

Ed is a native Oregonian, and when not in the office can probably be found on his bike. An avid cyclist, he rides to work whenever possible. His new activity is the triathlon, which incorporates his love of the bike, along with running and swimming.