Reegan Rae brings big-picture perspective to the wealth planning process, understanding how to fit together the puzzle pieces of portfolio management, family office services, and generational planning to help Arnerich Massena clients build lasting family legacies.
Reegan has worked with Arnerich Massena for more than eight years, and provides oversight of the firm’s Wealth Management division, crafting the firm’s wealth management service model to ensure that Arnerich Massena is delivering the services that best meet clients’ comprehensive wealth planning needs. Reegan works directly with clients as a senior investment advisor as well, developing and executing client investment programs and managing client portfolios.
Reegan’s experience in the financial industry spans more than 14 years, during which she served as a registered principal and member firm relationship manager for M Holding Securities (the broker-dealer of M Financial Group) and as financial advisor for AXA Advisors.
Reegan Rae earned her Bachelor of Science from the University of Oregon. She is a current FINRA Series 65 license holder and former FINRA Series 7, 66, and 24 license holder. She has also held insurance licenses in Oregon and Washington. Ms. Rae has earned her Certified Private Wealth Advisor ® (CPWA®) designation, an advanced credential created specifically for wealth advisors who work with high net worth individuals and families that provides training in the development of strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth to the next generation strategically.
Reegan Rae is a current member of the Oregon chapter of the YPO (Young Presidents’ Organization), the premier leadership organization of chief executives in the world. She was also a Portland Business Journal Forty Under 40 honoree in 2019; the Forty Under 40 honors young professionals for outstanding leadership in their careers and compelling community involvement. Additionally, she was also in the Portland Business Alliance’s Leadership Portland Class of 2017, a program developing upper-level business leaders to work together to positively impact the community.
Reegan has volunteered as an I AM Learning Partner in Arnerich Massena’s award-winning I AM Learning Partnership community service programs. She is also on the Board of Trustees and chairs the Investment Committee for The Oregon Ballet Theatre.
Reegan’s favorite part of her role in working with families is helping them identify their mission, vision, and values, which sparks the sharing of their stories among generations. She understands that the success of generational transfer centers around communication and education. Helping families become intentional about their legacy plan and its true impact potential is deeply rewarding to her.