Optimal Wealth

Ira Sager is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Ira completed the Certified Investment Management Analyst Program at the Wharton School and is an engineering graduate of the University of Pennsylvania. He is an ACCREDITED INVESTMENT FIDUCIARY, a designation awarded by the Center for Fiduciary Studies. He earned an MBA from the Olin Graduate School of Business, graduating Magna Cum Laude.

Prior to joining First Allied, Ira was a Senior Financial Advisor with Merrill Lynch and a Financial Advisor with Morgan Stanley. Prior to entering the financial services field, Ira held business management positions at Nortel Networks, Bay Networks and Digital Equipment. Ira is a co-chairman of the University of Pennsylvania Alumni Secondary School Committee for the Boston northwest suburban region. Ira enjoys Triathlon competition, cycling and cross-country skiing.

Cindy worked for the Digital Credit Union for many years. She then worked for the Acton School System before joining Optimal Wealth. Cindy enjoys interacting with clients and is our go to person one it comes to making things happen on schedule!
Cindy graduated from University of Massachusetts, Amherst.

MD/MBA candidate, University of Pennsylvania