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Sage Bleakney

Senior Financial Advisor at Citadel Credit Union

Sage Bleakney is a Wealth Advisor at CUSO Financial Services L.P., beginning in January 2024, specializing in financial planning for individuals and families with an emphasis on education. Prior to this role, Sage served as a Financial Advisor at Gabor Financial Solutions and Lincoln Investment, where expertise in investment planning and financial analysis was showcased. Earlier experience includes a position as a Financial Advisor Associate at Morgan Stanley and a Pharmaceutical Sales Representative at Quintiles, along with various roles in sales and marketing. Sage holds a Bachelor of Arts in Organizational Leadership from Temple University, completed in 2009.

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