Director, Wealth Management & Investment Advisor
Frank Cestnik provides personalized advice focused on sophisticated risk management, giving his clients peace of mind in today’s ever-changing financial landscape. To deliver on this objective, Frank focuses primarily on building tailored solutions that reflect each client’s individual needs and goals. With more than three decades of financial services experience, Frank is able to calmly navigate even the most turbulent markets. His wealth of experience means Frank is able to identify the right mix of solutions when it comes to investments, retirement, taxes, education savings and estate planning.
During his long career, Frank has always taken the time to get to know each of his clients and their families so he can fully understand what they want and need out of life, today and in the future. Accessibility is a key component of his approach. Over the years, he has shared the many highs and lows his clients experience. Frank is particularly committed to being available during challenging times. His clients can face life’s difficult situations secure in the knowledge that their financial affairs are being properly looked after.
Knowing clients means that when changes occur, such as an illness or selling a business, Frank can adjust portfolios in a timely way to keep his clients’ financial plans on track. His clients include busy professionals, business owners and retirees. In each case, Frank is able to manage his clients’ financial affairs in ways that free up their time so they can concentrate on advancing their careers, caring for their families and enjoying life.
A father of two grown children and a husband for more than 30 years, Frank knows intuitively how family matters intertwine with financial plans. Travelling, golfing and cooking occupy much of Frank’s free time. He continues to serve his community in a variety of volunteer roles.