Optimal Wealth

Ira G. Sager, CFP®, AIF®, MBA, MS

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.

Ira formed the Registered Investment Advisor (RIA) Optiwealth, LLC in 2019. Prior to that he was an independent Financial Advisor with First Allied (now Cetera). Prior to that, 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.

Advisory services offered through OptiWealth, LLC, a registered investment adviser.
Check the fees for this investment professional here: MA-Fee-Table-2022-Optiwealth 

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