
Magen L. Fong, CFP®
Investment Advisor Representative of United Planners
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Magen Fong, CFP® has been in the financial services industry since 2004.
She grew up in Southern Oregon where her grandparents ran a Chinese restaurant that operated from 1950 to 2005. After graduating from Seattle University, she then returned home to be close to her family. She is married with two young daughters.
She currently holds her Series 6, 7, 63 and 65 securities licenses, Oregon Life, Health and Variable Annuity licenses, in addition to being a CERTIFIED FINANCIAL PLANNER™ Professional. Prior to joining Oregon Pacific Financial Advisors in 2024, she was with Voya (previously ING) since 2013. Prior to working as an advisor with Voya, she worked as a tax preparer for 8 years. She no longer prepares taxes but she uses that experience to help her clients with their financial planning.
Over the years, she has worked with a wide variety of clients. She has over 10 years’ experience working with Oregon PERS and helping Oregon PERS members navigate the Oregon PERS retirement system and the Individual Account Program (IAP). Magen is devoted to prioritizing the best interests of her clients and using her experience and knowledge to guide people toward better informed decisions concerning their financial future.
Magen and her family enjoy hiking, cooking, martial arts and gardening.