Focused on results
Sean Savage, CFP®, is a financial advisor providing wealth advisory services to individuals and retirement/benefit plan services to corporations. As a fiduciary, Sean provides strategic and objective advice to his clients focused on results. His services are client centered utilizing fee based wealth management ($700,000 minimum please). Sean is the developer of The Sean E. Savage Professional Wealth Management Process™. This process takes clients from the beginning stage of an initial financial meeting to implementation of financial objectives and ongoing support and regular strategic meetings long-term. Sean and his team serve clients throughout the northwest Ohio and southeast Michigan region and across the country. Sean also manages a Concierge Service Program for niche clients with over five million dollars in assets.
He is currently ranked 16th in production out of 2,400 registered representatives nationally for Osaic Wealth. In 2021, he was voted best investment advisor in The Toledo Blade Readers’ Choice Award.
Community
Sean is a life-long northwest Ohio resident and has served the community in a variety of ways. In May of 2022, Sean received the keys to the city of Toledo from Mayor Wade Kapszukiewicz for his work with The V Project which he founded to support the COVID-19 vaccination effort in northwest Ohio.
He was a key fundraiser for the 6.0M+ development of St. Joseph Sylvania’s east campus from 2002 to 2004. In 2005, he coordinated Matthew’s Independence Day, a community campaign to build a home addition for Matthew Drake, an Iraq War veteran who was critically injured in action. Sean served as the chairman for a capital campaign at Westside Montessori resulting in a new gymnasium, classroom space, and a safe room. He has coached youth sports including cross country, soccer, and basketball for nearly two decades. Sean was named to Toledo’s 20 Under 40 list in 2000 and received the CYO Adult Contributor Award in 2011. In 2022, he was named the Toledo St. John’s Jesuit Magis Award Recipient. He currently serves on the board at Lourdes University, and is a member of the CYO Advisory Committee and St. Joseph Sylvania Athletic Council; he previously served on the Westside Montessori Board of Trustees.
Business
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Sean also owns his ChFC, CLU, and AIF designations.
Education
Sean graduated from Toledo St. John’s Jesuit in 1988, and he received a Bachelor of Science in Business from Miami University in 1992.
Registrations
Securities Registered in AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KY, LA, MD, ME, MI, MN, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV
Securities Registration Series 6, 7, 63, and 65
Securities Designations
CFP® (Certified Financial Planner)
AIF® (Accredited Investment Fiduciary)
ChFC® (Chartered Financial Consultant)
CLU® (Chartered Life Underwriter
Personal
Sean and his wife Carolyn have been married since 1993. They live in Sylvania with their six children: Andrew, Ryan, Mary Kate, Isabella, Reagan, and Nicholas. Sean and Carolyn are coauthors of the book, Inconceivable, published by Harper Collins in 2011.
