Sean Savage ChFC®, AIF®, CLU® is an independent investment 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 ($500,000 minimum please). Sean is the developer of The Sean E. Savage Professional Wealth Management Process™.
Sean graduated from Toledo St. John’s Jesuit in 1988 and Miami University in 1992 with Bachelor of Science in Business.
Sean is a life-long northwest Ohio resident and has served the community in a variety of ways. 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.
More recently, Sean served as the chairman for a capital campaign at Westside Montessori resulting in a new gymnasium, classroom space and a Saferoom. In addition, he serves on the Westside Montessori Board of Trustees. He has also 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.
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.
Registrations and Designations
Securities Registered in AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, LA, MI, MO, NC, NY, OH, PA, SC, TN, TX, VA, WA, WV
Securities Registration 7
AIF® (Accredited Investment Fiduciary)
ChFC® (Chartered Financial Consultant)
CLU® (Chartered Life Underwriter)