Founding Partner – Sage Financial Partners
Ian is the author of two books and a nationally known expert on retirement planning, college planning, and Social Security.
After qualifying as a Chartered Accountant with Ernst & Young in England, Ian became Chief Financial Officer of a Barcelona-based publicly traded company. He also held CEO and COO positions in Hong Kong, The Netherlands, Belgium and the USA.
As a Registered Financial Consultant, Ian originally co-founded Sage Financial Partners to help friends and contemporaries navigate the most important stage of their financial life: retirement planning.
“I noticed that people in their 50’s and 60’s were still managing their assets as if they were 25 years old,” says Ian. “That’s a mistake that exposes them to unnecessary risk. As we edge closer to retirement, we need to focus more on risk management and income generation.”
Ian is a regular guest on TV, radio and in the press, including AOL Finance, WPIX Channel 11, News12 NJ, the Newark Star-Ledger, The Daily Beast, and Home News Tribune.
He and his wife Linda have been married for 30 years and have twin daughters, Heather and Francesca. He is a devoted Manchester United “football” fan, and an avid golfer.