Justin Naegle, CFP®

I believe the cornerstone of financial planning is the recognition that everyone's economic and life situations are unique and financial plans must be customized. I have worked in financial services since graduating from Brigham Young University in 1997 with a degree in finance. I hold the CERTIFIED FINANCIAL PLANNER™ certification. I can help you develop and implement holistic financial solutions.

Specifically I can: 

  • Help you review your plans for the future and compare them to how (and how much) you save 
  • Design a financial plan and help you follow it 
  • Create retirement-planning action steps based on your personal goals 
  • Provide ongoing personal guidance and advice to help you manage your plan 
  • Explore estate planning options to help you leave a legacy 
  • Help you develop a budget for today's expenses and for living in retirement 

I grew up in Cottage Grove, Oregon and now reside in Albany with my wife, Helen, two daughters Reagan, Chloe and son Lincoln. As a family we enjoy camping throughout Oregon.

Phone (503) 679-6814
Fax (541) 343-5564