Seth has worked in the financial services industry for five years, but it’s been a part of his life for far longer than that. His mother, Cheryl, is the founder of Sage Wealth Partners, and her passion for helping her clients inspired him early on. Seeing the impact she was able to have on clients’ lives and the relationships she built with them encouraged Seth to enter the industry as well. As an advisor, Seth honors his commitment to provide service and advice that's in his clients best interests.
Seth attended Arizona State University, where he studied Business and Engineering Management, and received his Bachelors of Interdisciplinary Studies. Shortly after graduation, he went on to work at Edelman Financial Engines, where he eventually became the Director of Financial Planning. He has since joined Cheryl as a financial advisor here at Sage Wealth Partners.
The relationships he saw his mother build with clients was a huge influencing factor in Seth’s decision to become a financial planner, and building those relationships is a key focus in his own career now. Seeing the direct and substantial impact his work has on his clients’ quality of life is his greatest motivation on a daily basis. He specializes in working with our clients who still have a decade or two until retirement, providing guidance on wealth generation and achieving other large financial milestones in their lives before they’re ready to retire.
Born in New Jersey, Seth now lives in Phoenix, Arizona. His two sons, Elijah and Asher, are an enormous source of inspiration in his life, and he cherishes spending time with them. Seth is also a very active individual, and you’ll often find him working out at the gym or taking a run with his dog, Sky. He’s a big sports fan and particularly loves basketball.
Seth is passionate about his work and uses that passion to improve the lives of those around him.
He holds the following designations and securities registrations: CFP®, Series 63, 65, and 7.