Ethan Senn
Investment Consultant at Sage Stone Wealth Management
Based in San Diego, United States
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Seniority
Staff
Department
Finance & Accounting
Location
San Diego
Industry
Financial Services
Company size
3
Contact information
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e•••••••@sagestonewealth.com
Phone
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Background
About Ethan Senn
As an Investment Consultant at Sage Stone Wealth Management, I specialize in providing personalized financial strategies to help clients achieve their long-term financial goals. I am passionate about guiding clients through the complexities of wealth management and committed to delivering exceptional service and results. Sage Stone is an independent registered investment advisory firm led by Harvard economic graduates, who pioneered ethical investing. Our firm has been serving high net and ultra high net individuals as well as foundations, non-profits, corporations, and retirement plans for the past 15 years.
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