Jeffrey J. Kosek, CFP®

 

Email: Jeffrey.Kosek@LFG.com

Offices in Cleveland, OH and Naples, FL.

Objective:
To advise wealthy individuals, executives, and business owners in the use of customized financial solutions, to help toward reaching client objectives. Key considerations include effective wealth accumulation and management, income distribution, wealth transfer, and life insurance analysis.
 
Summary

Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and are required to make financial planning recommendations in your best interest.

With 7 years of experience in the financial services industry, Jeffrey joined Sagemark Consulting / Lincoln Financial Advisors after a successful 2-year experience with American Income Life, earning multiple Outstanding Performance awards in recognition of superior service to his clients. His teamwork and leadership approach is evidenced by his 2 years served as captain of John Carroll University Men’s Soccer team.
 
Employment

  • 2013 - Present  - Financial Planner, Sagemark Consulting
  • 2013 - Case Manager, Lincoln Financial Advisors
  • 2012-2013 - Financial Services Representative, American Income Life
  • 2010-2011 - Analysis Intern, Jergens Inc.
  • 2006-2007 - Intern, Sagemark Consulting

Education

  • B.S.B.A., John Carroll University, 2010
  • Partner, JCU Muldoon Center for Entrepreneurship
  • Member in 2016, Business Intelligence Institute of Lincoln Financial Advisors Corp.*
  • Million Dollar Round Table®** qualified since 2016 – present
  • Ongoing attendance at local & national seminars
  • Premier Partners*** member since 2018 – present
  • CFP® designation attained in 2016

 

*Business Intelligence Institute is a Lincoln Financial Advisors initiative focusing on business succession strategies.
**To qualify for the Million Dollar Round Table members must meet a certain level of premium, commission or income during the year. For details please visit http://bit.ly/2eFx0ex.
***Lincoln's Premier Partners Program is an internal designation based in part on assets under management, sales and compliance criteria.