Background
Sestina, John E. was born on March 17, 1942 in Cleveland. Son of John Jay and Regina Sestina.
http://www.amazon.com/gp/product/B010TTF8SK/?tag=2022091-20
(Getting started, maintaining momentum, maximizing investm...)
Getting started, maintaining momentum, maximizing investment returns and minimizing the tax bite is a daunting task. Novice or seasoned Certified Financial Planner John Sestina provides the information to move investors to the next level. Sestina's new book summarizes more than three decades of financial counseling and training financial advisors to help investors create a realistic and goal-oriented financial plan. Details on how to get started and when to do it, complete with time lines and sequences of activities are included. He addresses the significance of each stage in the planning process, and points out questions to get answered by professionals. His "big picture" approach is supported with more than 70 detailed checklists and calculations to keep investors on track. Sestina addresses: * financial concepts needed to get started * how to identify where you are and where you want to go * the importance of big goals and how to achieve them--retirement, education, home ownership * strategies to manage risk with insurance * investment allocations, tax reduction and estate planning issues * how to find a good financial advisor
http://www.amazon.com/gp/product/0793137160/?tag=2022091-20
(A deeply insightful guide to goal-based financial plannin...)
A deeply insightful guide to goal-based financial planning and wealth management Planning a Successful Future empowers advisors and clients to take control of their money and manage their income to achieve their financial goals. Written by the father of fee-only financial planning, this book features real-life stories and examples from over three decades in the industry to illustrate how financial planning works and the best way to create your strategy. You'll learn how to identify and prioritize your goals, and why they're important—and how to get where you need to be for retirement, education, home ownership, and more. Practical exercises get you started on the right track, and useful checklists keep you organized and focused along the way. You'll get expert insight on risk management, allocation, tax reduction, estate planning, and more, as you develop your strategy and put it into action. The financial services industry undergoes frequent changes, and financial planning specifically is affected to a high degree. Keeping up with the latest news and distinguishing trend from legitimate methodology can itself be a fulltime job. This book gives you the background you need to create a plan, and make the smart choices that will help you grow and protect your wealth. • Create a realistic and goal-based financial plan • Take a more proactive approach to your finances • Identify your goals and how to achieve them • Allocate investments appropriately for your situation Financial planning is complex, with many variables to analyze and outside forces that can derail even the best laid plans. Planning a Successful Future gives you the information, tools, strategies, and insight you need to make the best decisions for your financial future.
http://www.amazon.com/gp/product/1119069122/?tag=2022091-20
Sestina, John E. was born on March 17, 1942 in Cleveland. Son of John Jay and Regina Sestina.
Bachelor of Science, University Dayton, 1965. Master of Science in Finance Service, American College, 1982.
Certified finance planner, chartered finance consultant With John East. Sestina and Company, Columbus, Ohio, 1967. Author: Complete Guide to Professional Incorporation, 1970, Managing To Be Wealthy, 1988, Fee-Only Financial Planning, How To Make lieutenant Work Foreign You, 1991. (video tape series) Managing To Be Wealthy (4 series), 1987.
Contributor articles to professional journals.
Contributor weekly finance planning segment Department of Administration and Management Columbus, WOSU-Department of Administration and Management, 1979. Named one of Nation"s 200 Best Finance Advisors of 1996-1998, Worth Magazine.
(A deeply insightful guide to goal-based financial plannin...)
(Getting started, maintaining momentum, maximizing investm...)
Member Society Indiana Finance Advisers (past president, Finance Planner of Year award 1982), International Association Finance Planners, National Association Personal Finance Advisors (founder, president), Institute Certified Finance Planners, Finance Planning Clubs International (founder).
Married Mary Barbara Jezek, December 20, 1970. 1 child, Alison.
