2025
John E. Sestina and Company celebrates 60 years of guiding clients to financial success—still going strong and looking ahead to the next chapter!
A Legacy of Trust Since 1965
Founded in 1965 by John Sestina, John E. Sestina and Company® has a long legacy of providing independent, fee-only financial planning. Our roots run deep, built on a commitment to offering objective, client-focused advice, free from commissions or sales pressures. Since our inception, we have proudly served individuals and families across North America, providing guidance on everything from cash flow management and investment planning to tax strategies and estate planning.
In 1976, John E. Sestina is a member of the Society of Independent Financial Advisors, a key milestone that helped further define the financial planning profession. In 1983, his influence expanded even further when he partnered with others to form the National Association of Personal Financial Advisors (NAPFA). This organization championed the fee-only model and solidified John’s role as a leader in the industry, ensuring clients would receive advice free from conflicts of interest.
John’s passion for educating others and advocating for the fee-only model has set him apart as a leader in financial planning. His long career is marked by numerous firsts and significant contributions to the field, and his legacy continues to guide John E. Sestina and Company as we build on six decades of helping clients live financially secure, fulfilling lives.
“Financial planning isn’t just investing; we develop comprehensive financial plans that are specific to your needs – from new college graduates to wealthy individuals.”
John E. Sestina and Company celebrates 60 years of guiding clients to financial success—still going strong and looking ahead to the next chapter!
Cole Hammack and Spencer Hagar, both seasoned CFP® professionals already part of the team, step into their new roles as partners. Their deep expertise and commitment to the firm’s mission bring a new chapter of leadership, continuing the legacy of exceptional financial planning at John E. Sestina and Company.
“Managing to Be Wealthy™” makes the leap from radio to podcasting, ditching the airwaves and embracing the world of on-demand financial insights.
A New Era of Leadership: Managing Partners Stephen Lukan, CFP®, and Tyler Cook, CFP® are joined by Partners Anthony Payne and Craig Constantinovich—together carrying forward the legacy of John E. Sestina and Company with integrity, vision, and dedication to fee-only planning.
A Golden Milestone: John E. Sestina and Company celebrates 50 years of service
The book, “Planning A Successful Future” is released, co-authored by Tyler Cook, Stephen Lukan, and Kim Wirtz
Global Influence:
John is invited to speak at Consultique in Italy, sharing the principles of comprehensive, ethical planning with an international audience.
A Staple of Sunday Evenings: “Managing to Be Wealthy™” becomes a Must-Listen on WTVN 610 AM Radio
Fee-Only Financial Planning: How to Make it Work for You: This publication further educates consumers and planners on the benefits of transparent, commission-free advice—pushing the Fee-Only movement forward.
Managing to Be Wealthy™: Putting Your Financial Plan and Planner to Work for You:
John publishes his first book, offering readers a structured, holistic approach to financial planning grounded in decades of practical experience.
Redefining the Industry:
Joining forces with other trailblazers, John helps launch NAPFA (National Association of Personal Financial Advisors), introducing the “Fee-Only” model as a transformative concept in financial planning.
In 1976 John was a driving force behind the creation of the Society of Independent Financial Advisors, while no longer active, this led to another professional group focused on helping independent advisors in 1983
Fee-Only means no commissions—just expert, unbiased advice tailored to your goals and interests.
We sit on your side of the table—offering advice without influence from outside interests.
What you see is what you pay—our fees are simple, honest, and built to serve your best interest.
Your financial partner for life—always open, always here, always communicating.