John E. Sestina and Company

John E. Sestina and Company was founded in 1965 by John E. Sestina and passed on to his hand picked successors in 2015. As a private comprehensive fee-only financial planning firm, we counsel individual clients on an objective basis as fiduciaries. Our guidance to clients includes cash flow management, investment management, tax planning, disability and life insurance planning, debt reduction strategies, education planning, retirement planning, and estate planning. John was awarded the coveted Robert J. Underwood lifetime service award by the National Association of Personal Financial Advisors in 2008. He has been named one of the nation’s “Best Financial Advisors” in every year since WORTH magazine began its rigorous, in-depth annual research process in 1996. Medical Economics also honored Sestina in its “Best 120 Financial Advisers for Doctors” (August, 1998). As our company celebrated its 50th anniversary in 2016, Stephen Lukan, CFP®, and Tyler Cook, CFP®, have assumed new roles as managing partners. Stephen joined the firm in 2002, with Tyler joining in 2004. Together, Stephen and Tyler bring a wealth of knowledge and leadership to the firm. John continues to mentor our firm's financial planners on a regular basis and consult on the general direction of the firm.

网站

https://www.managingtobewealthy.com/

John E. Sestina and Company的外部链接

所属行业

金融服务

规模

11-50 人

总部

Columbus，Ohio

类型

私人持股

创立

1965

领域

Retirement Planning