John E. Sestina and Company

Proudly celebrating over 50 years helping clients manage to be wealthy.

General Information
Company Name
John E. Sestina and Company
Founded Year
1965
Location (Offices)
Columbus, United States +1
Founders / Decision Makers
Number of Employees
22
Industries
Financial Services
Funding Stage
-
Social Media

John E. Sestina and Company - Company Profile

### John E. Sestina and Company: A Financial Planning Legacy

John E. Sestina and Company has been a prominent figure in the financial services industry since its establishment in 1965. The firm, which transitioned to new leadership in 2015, operates as a comprehensive fee-only financial planning entity. With a focus on objective and fiduciary-based counseling, the company offers a wide array of services including cash flow and investment management, tax planning, insurance planning, debt reduction strategies, education and retirement planning, and estate planning.

Notably, the founder John E. Sestina has received numerous accolades in recognition of his contributions to the field, including the Robert J. Underwood lifetime service award by the National Association of Personal Financial Advisors in 2008. Additionally, he has been consistently recognized as one of the nation's "Best Financial Advisors" and featured in publications like WORTH magazine and Medical Economics.

Celebrating its 50th anniversary in 2016, the company has seen a transition in leadership, with Stephen Lukan, CFP® and Tyler Cook, CFP® assuming new roles as managing partners. With years of experience within the firm, they bring extensive knowledge and leadership to the company. Notably, John E. Sestina continues to be actively involved, providing mentorship to the firm's financial planners and offering guidance on the company's direction.

Overall, John E. Sestina and Company's commitment to comprehensive financial planning and its seamless generational transition underline its enduring legacy in the industry.

Taxonomy: Comprehensive Financial Planning, Fee-only Financial Advisory, Investment Management, Tax Planning, Insurance Planning, Estate Planning, Retirement Planning, Wealth Management, Cash Flow Management, Debt Reduction Strategies, Education Planning, Fiduciary Services

Funding Rounds & Investors of John E. Sestina and Company (0)

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