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Columbus, OH Office

Team
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John E. Sestina and Company logo

John E. Sestina and Company

Team

Firm-wide stats for John E. Sestina and Company

Total advisors

8

Across 2 offices

Clients per advisor

101 Very High

Avg AUM per client

$920,743 Typical

HNW client ratio

22% Low

About

John E. Sestina and Company provides advisory services to individual and high-net-worth clients, offering comprehensive financial planning, individual portfolio management, and retirement-plan consulting. The firm also provides education-focused workshops and seminars at no cost to attendees and delivers ongoing account supervision and plan-level services.

The firm builds portfolios using modern portfolio theory and a long-term trading approach, creating individual investment policies through client interviews and model portfolios with typically quarterly reviews; management can be discretionary or non-discretionary depending on the client agreement. Recommendations generally emphasize mutual funds and related instruments, and the firm supplements its research and portfolio feedback with artificial intelligence tools while disclosing the limits and risks associated with AI-generated outputs.

Noteworthy elements include a team-based ownership structure in which multiple owner-members work full time as financial planners and the size of its business—about $744 million in discretionary AUM plus roughly $1.12 billion in assets under advisement. Compared with many peers, the firm’s free public seminars and its provision of 3(21) ERISA advisory services for retirement plans stand out, as does its stated practice of not aggregating (block) trades for multiple client accounts.

Based on John E. Sestina and Company

Expertise

Business ownership considerations Annuities Real estate investing

Based on John E. Sestina and Company

Location

1161 Bethel Road, Suite 201

Columbus OH 43220

Advisors at this office

7

Advisors at this office

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Anthony P

CFP®

Columbus, OH

John E. Sestina and Company

Anthony Payne is a CFP® professional with nine years of experience in financial advising. He has been with John E. Sestina and Company since 2016. The firm serves individual and high-net-worth clients by providing comprehensive financial planning, portfolio management, retirement plan consulting, and educational workshops. John E. Sestina and Company employs a multi-advisor team of 12 professionals and manages approximately $634 million in discretionary assets, following a long-term, diversified investment approach grounded in modern portfolio theory.

Business ownership considerations Annuities Real estate investing
user avatar

Robert Aaron H

CFP®

Columbus, OH

John E. Sestina and Company

Robert Aaron Hammack is a CFP® professional with seven years of industry experience, currently serving at John E. Sestina and Company since 2014. He is based in Columbus, OH, and has been with the firm in various capacities since that time. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, retirement plan consulting, and educational workshops. The firm employs a multi-advisor team of 12 professionals and manages approximately $634 million in discretionary assets, using a long-term, diversified investment approach grounded in modern portfolio theory.

Business ownership considerations Annuities Real estate investing
user avatar

Stephen L

CFP®

Columbus, OH

John E. Sestina and Company

Stephen Lukan is a CFP® professional with nine years of industry experience, currently affiliated with John E. Sestina and Company in Columbus, OH. He has been with the firm since 2016. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a multi-advisor team of 12 professionals and manages approximately $634 million in discretionary assets, using a long-term, diversified investment approach grounded in modern portfolio theory.

Business ownership considerations Annuities Real estate investing
user avatar

Spencer H

CFP®

Columbus, OH

John E. Sestina and Company

Spencer Hagar is a CFP® professional with five years of industry experience, currently serving as a financial advisor at John E. Sestina and Company since 2017. Prior to his advisory role, he worked at Target from 2014 to 2019. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a multi-advisor team approach and utilizes a long-term, diversified investment strategy grounded in modern portfolio theory.

Business ownership considerations Annuities Real estate investing
user avatar

Craig C

CFP®

Columbus, OH

John E. Sestina and Company

Craig Constantinovich is a CFP® professional with nine years of experience in financial advising. He has been with John E. Sestina and Company since 2013. The firm serves individual and high-net-worth clients, offering comprehensive financial planning, portfolio management, and retirement plan consulting through a multi-advisor team. Their investment approach is based on modern portfolio theory and a diversified, long-term strategy, incorporating mutual funds, ETFs, and alternative asset classes when appropriate.

Business ownership considerations Annuities Real estate investing
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Cameron U

CFP®

Columbus, OH

John E. Sestina and Company

Cameron Uttley is a CFP® professional at John E. Sestina and Company with three years of industry experience. He has been with John Sestina and Company since 2021 and previously worked at Retirement Strategies LTD and Mount Vernon Nazarene University. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement-plan consulting. The firm uses modern portfolio theory and a long-term trading approach, offers free educational workshops, and incorporates artificial intelligence tools in its research and portfolio feedback.

Business ownership considerations Annuities Real estate investing
user avatar

Tyler C

CFP®

Columbus, OH

John E. Sestina and Company

Tyler Cook is a CFP® professional with nine years of industry experience, currently serving at John E. Sestina and Company since 2016. He is based in Columbus, OH, and has been associated with the firm, in various capacities, since 2004. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a multi-advisor team approach and follows a long-term, diversified investment strategy primarily using mutual funds and ETFs, along with other asset classes when appropriate.

Business ownership considerations Annuities Real estate investing
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