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 a leader in the profession of fee-only financial planning. His stature as a pioneer of the fee-only movement is reflected in a long career of firsts and noteworthy achievements in financial planning education and service.

 

 
“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