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Managing to Be Wealthy: Putting Your Financial Plan and Planner to Work for You by John E. Sestina,

Managing to Be Wealthy: Putting Your Financial Plan and Planner to Work for You by John E. Sestina,
How can you manage to be wealthy? Do you ever wonder why your paycheck never seems to be enough whether you're making $50,000 or $150,000? Many of us struggle to make ends meet regardless of our income level. In Managing to Be Wealthy, John Sestina, a 30-year veteran and visionary founder of fee-only financial planning, shows you how to put together a financial plan using sensible, proven, low-risk investing techniques. Let John Sestina show you the secrets the pros use to start managing to be wealthy today.



Certified Financial Planner - The Certified Financial Planner (CFP) and certification marks are financial planning credentials awarded by the Certified Financial Planner Board of Standards Inc. to individuals who meet education, examination, experience and ethics requirements.

Fee-Only financial advisor - Fee-Only financial advisors are compensated only by their clients and accept no commissions or compensation from other sources, such as insurance products or investments. This model of compensation reduces the potential for conflicts of interest between the advisor and the client in that the advisor is not beholden to insurance, investment, and other financial companies.

Financial planner - Financial planners are professionals who perform a variety of services for their clients. A few of these services are investing, insurance, tax strategies, and general retirement planning.

Stock broker - A stock broker is a person that performs transactions in financial instruments on a stock market as an agent of his or her clients who are unable, unwilling, or lack the expertise to trade for themselves. Titles associated with this role include financial planner, financial consultant, financial advisor, Investment advisor (or investment adviser), and portfolio manager, which normally includes further training at the brokerage or firm level.



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