- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Columbus, OH 43220
John Sestina is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Widely acknowledged as the “father of fee-only financial planning,” John E. Sestina is president of John E. Sestina and Company, a private professional financial planning firm, which counsels individual clients on an objective fee-only basis. The firm’s guidance to clients throughout North America includes cash flow management, investment management, tax planning, disability planning, education planning, retirement planning and estate planning.
Sestina has met the qualifications for the professional designations of Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). He earned a Bachelor of Science degree from the University of Dayton and a Master of Science in Financial Services from The American College in Bryn Mawr, Pennsylvania.
Sestina has been recognized as the founder of the profession of fee-only financial planning since 1972. His record of visionary innovation during the past 26 years has supported his mission to establish fee-only financial planning as an independent profession. His stature as the founding leader in his profession is reflected in a long career of firsts and noteworthy achievements in financial planning education and service. Sestina is the author of the only book on the market that outlines a step-by-step guide to help individual consumers prepare their own financial plan, Managing To Be Wealthy.
He also shares 40+ years of successful private practice experience with his profession through Fee-Only Financial Planning: How to Make It Work for You (Dearborn, 1991), the leading book in its field. In order to promote professionalism and credibility in a then-fledgling field, Mr. Sestina 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.
Sestina 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). His book for consumers, Managing To Be Wealthy, was highlighted in the March 4, 1997, issue of Woman’s Day as one of “50 Things To Do With $50.”
Nationally recognized as a leader and innovator, his expertise is frequently consulted and quoted by such national media as The Wall Street Journal, NY Times, Kiplinger’s Personal Finance, USA Today, Newsweek, U.S. News & World Report and Bloomberg Business News. He began working with 610 WTVN in 2010, frequently appearing with Bob Conners and Joel Riley. He also hosts the only financial planning show on radio, Managing to be Wealthy.