Seth Zudell, CFP® - Co-Founder and Financial Advisor
As a CERTIFIED FINANCIAL PLANNER™ professional and Principal Advisor at Sage Wealth Partners, Seth brings eight years of specialized experience in comprehensive wealth management, with particular expertise in sophisticated accumulation strategies for successful professionals and business owners approaching their peak earning years.
Seth specializes in working with accomplished individuals and families who are typically one to two decades from retirement—a critical wealth-building phase that requires strategic planning and sophisticated financial coordination. His expertise encompasses advanced wealth accumulation strategies, tax-efficient investment planning, executive compensation optimization, business succession planning, and complex estate planning coordination for growing estates. His approach focuses on maximizing wealth generation opportunities while implementing risk management strategies that protect and preserve accumulated assets as clients transition toward their retirement years.
Seth earned his Bachelor of Interdisciplinary Studies in Business and Engineering Management from Arizona State University before launching his career in wealth management. He honed his expertise at Edelman Financial Engines, one of the nation's leading independent financial advisory firms, where he advanced to Director of Financial Planning— a role that provided him with extensive experience managing complex portfolios and developing sophisticated planning strategies for affluent clientele. As Co-Founder of Sage Wealth Partners he uses his institutional experience, combined with his entrepreneurial drive, to apply advanced planning methodologies and institutional-level expertise in a more personalized, boutique setting.
Seth's commitment to fiduciary excellence drives his approach to client relationships. He understands that successful professionals and business owners require more than investment management—they need strategic partners who can navigate complex financial decisions, coordinate multiple planning disciplines, and adapt strategies as circumstances evolve. His focus on building long-term relationships ensures clients receive consistent, comprehensive guidance throughout their wealth-building journey.
Originally from Poulsbo, Washington, Seth now resides in Phoenix, Arizona, with his two sons, Elijah and Asher, who serve as constant inspiration for his dedication to helping families build lasting financial independence. He maintains an active lifestyle through regular fitness training and running, often accompanied by his dog, Sky. A passionate sports enthusiast, he particularly enjoys basketball.
Credentials: CFP®, Series 63, 65, and 7 securities registrations held through LPL Financial.