John Sestina (BS, CFP®, ChFC®, MSFS)

John Sestina focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives

Planning Specialties

Our planning specialties include cash flow management, debt reduction strategies, tax planning, investments, retirement planning, business planning, insurance, dependent planning, and estate planning.

Additional Information

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.

 

NAPFA Start Date

May 20, 1983

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This Office

1161 Bethel Rd Ste 201 Columbus, OH 43220-2773 Phone: (614) 326-3077 Fax: (888) 442-5163