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John J. Sion, CFP, Partner
As a Vice President and Principal with Sage Financial Group, John co-leads Sage’s
Financial Planning and Investment Committee. In addition, John oversees and manages Sage's
compliance and technology areas. On behalf of clients, John performs
ongoing due diligence and investment monitoring and provides timely portfolio
performance communications.
John joined Sage in 1998 and currently manages a significant part of Sage’s
client base. His full service wealth management expertise includes investment
management, education funding, retirement planning, concentrated stock management,
estate planning, risk management, and tax planning.
Prior to joining Sage, John worked in management for a Fortune 1000 company.
John is a Certified Financial Planner (CFP). He graduated cum laude from
Villanova University with a BS in Business Administration, majoring in Finance.
Following college, John was commissioned as an officer in the United
States Navy and served for four years as a Surface Warfare Officer,
specializing in anti-submarine warfare. He had extensive deployments to
the Mediterranean Sea, Persian Gulf, and the Baltic area. John lives in
King of Prussia with his wife, Karen, and daughter.
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