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.
Registered Financial ConsultantSM or RFC® Professional Designation
The Registered Financial Consultant (RFC) designation is a certification awarded by the International Association of Registered Financial Consultants (IARFC), a non-profit professional organization. To be eligible, financial practitioners must possess a baccalaureate or graduate degree in financial planning services or hold one of the following professional degrees or designation: AAMS, CFA, CFP, ChFC, CLU, CPA, EA, JD. Alternatively, a candidate may complete a CFP-equivalent course at an accredited institution or an IARFC approved curriculum and passed a written examination. Each applicant must have at least four years of professional experience in the field of financial planning or financial services, meet local licensing requirements, and adhere to the RFC Code of Ethics. The RFC designation requires 40 hours of Continuing Education every year, including two hours of business ethics every two years.
ISSUED BY:
International Association of Registered Financial Consultants
ISSUED TO:
Ian Welham
SKILLS
The National Social Security AdvisorSM or NSSA® Certification
NSSA® certification holders have completed a course of study encompassing how benefits are calculated, how benefits are impacted due to earnings, how spousal benefits work, and the impact of public employee pensions on Social Security benefits. Certificate holders are also educated on various methods for maximizing benefits for married couples, divorcees, widows and widowers, as well as families under special circumstances. NSSA® certification holders must pass an end of course examination and maintain continuing education to stay current on Social Security changes.
ISSUED BY:
National Social Security Association
ISSUED TO:
Ian Welham
SKILLS
STANDARDS
Financial Industry Regulatory Authority (FINRA)
FINRA recognizes the use of the NSSA Designation requiring 8 hours of course study, a proctored exam, and a 16-hour continuing education requirement every 2 years to stay current on Social Security issues and regulation changes.
Headquarters:
500 Morris Avenue, Suite 208, Springfield, NJ 07081
Phone: (973) 467-7979 / info@sagefinancialpartners.com
