Ira Sager, CFP®, CEPA®
Ira Sager is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Ira is also a Certified Exit Planning Advisor Ira completed the Certified Investment Management Analyst Program at the Wharton School and is an engineering graduate of the University of Pennsylvania. He earned an MBA from the Olin Graduate School of Business and a MS in AI from the University of Massachusetts, Amherst.
Ira formed the Registered Investment Advisor (RIA) Optiwealth, LLC in 2019 and ran it until joining ACM Wealth in 2026. Prior to that he was an independent Financial Advisor with First Allied (now Cetera). Prior to that, Ira was a Senior Financial Advisor with Merrill Lynch and a Financial Advisor with Morgan Stanley. Prior to entering the financial services field, Ira ran a Neural Network AI research group for five years at the Mitre corporation.
Ira enjoys traveling, cycling, swimming, sailing and wildflowers.
