Our People
 MELANIE C. TANAKA, CFP
Managing Director
I have worked as a planner for more than 20 years, focusing in the area of personal finance, tax, estate and investment planning. I adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. To maintain and enhance these professional standards, I annually complete many professional continuing education courses. I hold the professional designations of Certified Financial Planner, and hold registrations in General Securities, Annuities, and Life/Health Insurance. Additionally, I am a Registered Principal with SagePoint Financial, Inc., a registered broker-dealer Member FINRA/SIPC. Advisory services offered through Legacy Financial Group, LLC., a registered investment advisor.
MelanieT@legfingrp.com
Complete Biography of Melanie Tanaka
RAY DAY, CFP
Managing Director
I have worked as a planner for more than 40 years, focusing the last 25 years in the area of personal finance, tax, estate and investment planning. As part of a commitment to excellence and high standards, I have successfully completed many professional courses and completed hundreds of hours of continuing education. I hold the following professional designations: Certified Financial Planner, Chartered Retirement Planning Counselor, Registered Financial Consultant, hold registrations in General Securities, and license with Annuities, Life/Health/Disability Insurance, and Property and Casualty Insurance. Additionally, I have been licensed in Real Estate/Mortgages (CA) and Tax Preparation (CA), and I am a Registered Representative with SagePoint Financial, Inc., a registered broker-dealer Member FINRA/SIPC. Advisory services offered through Legacy Financial Group, LLC., a registered investment advisor.
RayD@legfingrp.com
Complete Biography of Ray Day
 DONALD TANAKA
Chief Compliance Officer
Husband to Melanie, I have been with Legacy Financial Group since its inception. I have a Bachelor of Science in mechanical engineering with a Master in Business Administration (MBA) and hold Series 6, 7, 24, 63 and 66 Securities Registrations. I am responsible for FINRA and SEC compliance, development and management of the back office operations, including computer and the Internet systems, accounting, business plans and business operations.
I am an avid golfer, and runner, having run both the LA and Boston Marathons.
DonT@legfingrp.com
GORDON N. PEAY
Financial Advisor
I have been a planner for more than 40 years, focusing the last 30 years in the area of personal finance, estate and investment management with special emphasis on retirement planning. As a tribute to professional dedication I have completed many hours of continuing education and hold the following designations: Certified Financial Planner, and Chartered Life Underwriter. I also earned an MA in psychology. My registrations include general securities and licenses for annuities, life, health and disability insurance. I am a registered principal with SagePoint Financial, Inc. a registered broker dealer, member FINRA/SIPC; advisory services are offered through SagePoint Financial, Inc., a registered investment advisor.
GordonP@legfingrp.com
MARY WALKER
Customer Service Manager 
I started as a receptionist with Legacy Financial in November 2003. Since then, I have studied and worked my way into the position of Melanie's assistant. I am a registered (Series 6) Investment Company Representative. My primary responsibility is client service, including scheduling appointments, preparing investment reports, processing transactions and distributions, and updating account information. If you have any questions regarding your investment statements, change of address, withdrawal requests or other related matters, please call or email me.
In my spare time I love to sing with my Sweet Adelline's Chorus and Quartet. My husband and I have 5 adult children and so far, six grandchildren.
MaryW@legfingrp.com
 SHARON M. PAYNE *
Customer Service Manager
I have been working in the financial planning industry since 1993 and hold a General Securities Registration (Series 7). Working with Ray, I implement clients' investment order processing and paperwork. This includes: account applications, distribution requests, trades, transfers and registrations. If you ever have questions regarding investment statements, distributions, transaction status, or other related issues please call or email me.
When not in the office, I spend most of my days chasing my 2 boys and helping my husband with our local Boy Scouts.
SharonP@legfingrp.com
*Sharon is a registered assistant with SagePoint Financial, Inc.
LINDA LECCE
Customer Service Representative 
I started working as a receptionist for Legacy Financial Group on Valentines Day 2005. I am now an assistant for Don Tanaka and Gordon Peay.
When I'm not working, I enjoy bike riding, kayaking & gardening. I have worked in the cruise industry and love cruising.
I have 2 adult children and 3 grandchildren that keep me very busy.
LindaL@legfingrp.com
Linda Lecce is not registered with SagePoint Financial, Inc.
ANNA D'ASARO
Customer Service Representative
Hello, I am Anna D'Asaro. As the receptionist I am usually the first person you talk to when you call or the first person you see when you visit. Along with the receptionist duties, I make your appointments, maintain company files and manage the incoming and outgoing company mail.
I keep very busy, with my husband and my two sons, my house is the usually hangout for all of their friends. I am from a large Italian family and enjoy cooking and gardening and surfing the internet.
AnnaD@legfingrp.com
Anna D'Asaro is not registered with SagePoint Financial, Inc.
Biography for Melanie Tanaka
Melanie Tanaka is the Managing Director of Legacy Financial Group and Branch Manager of our office of SagePoint Financial, Inc. With over twenty years of experience in the Financial Planning industry, Melanie has built a practice focusing on retirement, income tax, estate and college planning. She strives to educate and work with clients so that their Financial Planning experience is both informative and rewarding.
In an ongoing commitment to financial planning excellence, we believe Melanie has earned just about every degree and accolade that you can expect in a Financial Planner. Melanie is a graduate of California State University – Long Beach with a Bachelor of Science Degree in Business Administration with an emphasis in Financial Management. In 1996, the CFP Board of Standards appointed her as a Certified Financial Planner, CFP. Melanie is also , an active member of the the Financial Planning Association, global and national organizations specializing in all aspects of financial planning. And she holds the following registrations: General Securities Representative (Series 7), General Securities Principal (Series 24), Municipal Securities Principal (Series 53), Uniform Securities Agent State Law (Series 63), and the Uniform Investment Adviser Law (Series 65). She maintains a California State Insurance License for Life, Health and Fixed/Variable Annuities. She is a Investment Advisor Representative of Legacy Financial Group, LLC and a Registered Principal with SagePoint Financial, Inc., a registered broker-dealer Member FINRA/SIPC.
Additionally, Melanie is a member of the National Notary Association, providing notary services to our clients and friends.
To further develop and enhance her skills, Melanie feels that education is key to the continued success of her clients. She makes it a practice to schedule many hours of continuing education each year to further her expertise.
Melanie, an Arizona native, lives in Long Beach with her husband, Don, and is a devoted mother of two girls. Melanie is active in the education of their children and a member of the Fremont Elementary and Stanford Middle school PTA's.
Biography for Ray Day
Ray Day has over 40 years of experience as a planner, focusing for the last 25 years in the area of personal finance, tax, estate, and investment planning.
Mr. Day earned his Bachelor’s Degree from Georgia Institute of Technology, graduated with excellent marks from the College for Financial Planning, and is a member of The American MENSA Society. He holds a Master’s Degree from the University of Santa Monica, as well. As part of his ongoing commitment to excellence and high standards, he has successfully completed many professional courses and hundreds of hours of continuing education; in addition, Mr. Day has led Financial Planning seminars throughout Southern California, and has spoken as a Guest Speaker at corporations and conferences of financial professionals.
Mr. Day is a Certified Financial Planner, Chartered Retirement Planning Counselor, Registered Financial Consultant, and is licensed in General Securities, Fixed and Variable Annuities, Life/Health/Disability Insurance, and Property and Casualty Insurance. Additionally, he has been licensed in Real Estate/Mortgages (CA) and Tax Preparation (CA), and he is a Registered Representative and Registered Principal with SagePoint Financial, Inc., a registered broker-dealer Member FINRA/SIPC.
He is a financial planner with Legacy Financial Group, LLC, a Registered Investment Advisor firm and was one of the select few admitted to The Registry of Financial Planning Practitioners. Mr. Day actively supports the Nazrudin Project, the National Endowment for Financial Education, and the Life and Health Insurance Foundation for Education. He has been selected for and is profiled in Marquis’ “Who’s Who in Finance and Industry”, and is a member of the International Association of Registered Financial Consultants, and the Financial Planning Association.
Mr. Day and his wife Donna have resided in Rancho Palos Verdes, California, since 1975.
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