Rob Sesich

Background

About Rob Sesich

I am a Select Member of Sagemark Consulting Private Wealth Services*, a preeminent group of financial planners within Lincoln Financial Advisors Corp. who have prodigious experience in wealth management, business continuity, and sophisticated wealth transfer strategies. We specialize in helping business owners protect the wealth they have worked a lifetime to create for themselves and their families. Through a comprehensive financial planning process, we develop strategies that are designed to efficiently and effectively transfer the business to the next generation or other parties as desired. We help our clients work towards financial independence and consider alternative strategies to provide for family members who are not actively involved in the family business as well. As part of this comprehensive financial planning process, we utilize tax reduction strategies to help minimize estate and gift taxes, provide estate/asset protection strategies, address charitable intentions, and accommodate any special needs considerations. In addition, we coordinate our client’s investment portfolios with their estate and business succession plans to help toward reaching success. In short, we work with our clients to help them pursue their financial goals, and ultimately, that the wealth they have worked a lifetime to create is distributed to the right people at the right time and as efficiently as possible. I have been a part of the El Paso community since 1987 when I came to UTEP to play football for the Miners. After college, I spent several years with the El Paso Diablos and then UTEP Athletics before joining Lincoln Financial Advisors in the summer of 2002. I am happily married to my wife, Leslie, and we have one daughter.*Sagemark Private Wealth Services is an internal Lincoln Financial Advisors organization of top planners who focus on clients in the high net worth market CRN-6521950-040224