Meet Our Team


 

Company History

"We provide the highest quality client long-term financial planning service." — John E. Sestina
 

John E. Sestina and Company was founded in 1965 by John Sestina. As a private professional financial planning firm, we counsel individual clients on an objective fee-only basis. Our guidance to clients throughout North America includes cash flow management, investment management, tax planning, disability and life insurance planning, debt reduction strategies, education planning, retirement planning, and estate planning.

John Sestina has been widely recognized as the founder of the profession of fee-only financial planning. His stature as the founding leader of the fee-only movement is reflected in a long career of firsts and noteworthy achievements in financial planning education and service. In order to promote professionalism and credibility in a then-fledgling field, he co-founded two fee-only professional associations: Society of Independent Financial Advisors (SIFA) in 1976 and the National Association of Personal Financial Advisors (NAPFA) in 1982.

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 remains with our company in a chairman role, to act as an advisor, and to provide insights to clients as needed. He continues to mentor our firm's financial planners on a regular basis and consult on the general direction of the firm.

 

 
“As we reflect on our first 50 years, we’re humbled by the trust our clients have bestowed upon us, and we look forward to a bright future of helping you manage to be wealthy.”
— John E. Sestina and Company
 

 

Fee-Only Advantage

John E. Sestina and Company was founded on the principle of Fee-Only financial planning.

Innovative

In 1965, John Sestina created the fee-only approach to financial planning, which is the guiding principle of John E. Sestina and Company to this day.

client-driven

"Fee-only" means we charge a flat annual fee for service, based on the amount of work involved, and we receive no commissions or kickbacks of any kind.

committed

By not selling products, the conflicts of interest experienced with commission-based advisors are eliminated, and we remain committed to your success.

FIDUCIARY

As a fee-only firm, we have a fiduciary responsibility to always act in our client’s best interests. Our compensation increases only if your wealth increases, too.