|
Advisor Overview
|
|
We are affilited with LPL Financial. LPL is the largest independent broker dealer in the country.
We provide a free financial plan and consultation to all new potential clients as a way for us to properly address your needs and provide you with appropriate solutions and recommendations. This review will also give you the ability to evaluate us and see if we would be a great fit as your financial advisor.
--MISSION STATEMENT--: Our clients’ needs come first. We are committed to providing quality and objective counsel, customized solutions, and unparalleled service. In today’s complex environment, we add value to the financial decision-making process by utilizing our experience and expertise to guide our clients through the maze of issues facing them and their families.
We always strive for excellence in our client relationships and promise to do our utmost to exceed expectations. We believe that personal relationships are critical to helping clients achieve their goals and improve the overall quality of their lives.
We are committed to extending our financial educations and being on the forefront of technological applications so that we may better serve our most important assets—our clients.
We vow to always act honestly and in the best interests of our clients so that all of our clients will proudly recommend us to their family and friends without reservation.
We are dedicated to achieving success for our clients within their stated objectives and risk parameters. We strive for mutually rewarding, long-term relationships and fully expect to assist our clients and their families for decades.
|
|
Experience & Disclosure
|
|
My CRD Number:
|
4629054 |
|
Firm CRD Number:
|
6321 |
|
Work Experience:
|
Dan and Chris have a combined financial work experience of 23 years
Daniel A. Cesta-is the President and founder of Pinnacle Wealth Management Group, Inc. Dan serves as a wealth manager to both individuals and businesses.
Before forming Pinnacle Wealth Management Group, Inc., Dan was a Vice President of Investments and Senior Retirement Planning Consultant for UBS Financial Services, Inc. Prior to that, Dan was an Associate Professor of Accounting at Lebanon Valley College of Pennsylvania. He has over 17 years of financial experience.
Dan's focus is on assisting clients meet their financial objectives utilizing a comprehensive wealth management approach. In addition to assisting clients construct investment portfolios, Dan has expertise in the areas of financial planning, insurance, taxes, retirement and estate planning, as well as, family wealth counseling. By working closely with clients, he is able to identify issues and concerns that are most important to them; and help them develop customized solutions, given their financial goals, risk tolerance, and lifestyle.
Dan has been offering educational programs to the public for over 10 years. Dan is also a regular guest on WXYZ Channel 7 Action News, where he provides financial expertise for segments,” money makeover” as well as “Don’t waist your money” with action news anchors Bill Spenser and JoAnn Purtan.
---Christopher Mollan---- comes with experience from other major investment firms and his professional knowledge provides clients with customized wealth management strategies. Prior to joining Pinnacle Wealth Management Group Inc., Chris was employed at American Express Financial followed by UBS Financial Services Inc., where he served as a financial advisor to individuals and small businesses.
Chris has earned several professional designations from the College of Financial Planning, which has enhanced his ability to provide high quality advice and customized solutions. His professional designations include: Chartered Retirement Planning Consultant (CRPC®), Accredited Asset Management Specialist (AAMS®), and Accredited Wealth Management Advisor (AWMA).
|
|
Academic Background:
|
Daniel Cesta has a bachelor's degree in Business Administration degree from Senia College and a Masters in Tax from Senia College.
Christopher Mollan is a graduate from Michigan State University and has a Bachelor of Arts degree from the Eli Broad College of Business. |
|
Services
|
|
Types of Investments:
|
We are a full service independent investment firm.
--Asset Management--
--Financial and Retirement Planning--
--Wealth Management and Tax Strategies--
Insurance, Fixed, Variable and Annuities
-Equities, Mutual Funds, Fixed Income, CD's, Municipals, ETC..
-Non publically traded REITS
-Commodities
|
|
Qualifications
|
|
Certifications, Accreditations and Designations:
|
CERTIFIED FINANCIAL PLANNER--
CERTIFIED PUBLIC ACCOUNTANT--
ACCREDITED ASSET MANAGEMENT SPECIALIST--
CHARTERED RETIREMENT PLANNING COUNSELOR--
ACCREDITED WEALTH MANAGMENT ADVISOR |
|
Number of Advisors in Office:
|
4 |
|
Advisor's Number of Clients:
|
120 |
|
Assets Managed by Advisor:
|
50 million |
|
Compensation
|
|
New Client Minimum Portfolio Size:
|
100,000 |
|
Fee:
|
flexable, mainly fee based |
