Rob Sesich is 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 to efficiently and effectively transfer the business to the next generation or other parties as desired. We help ensure our clients maintain their financial independence throughout their lives 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 create complementary strategies to reduce estate, gift and income taxes, provide estate/asset protection, 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 toward achieving their financial goals.
In short, we help ensure our clients will make it all the way to the finish line; 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.
Rob has lived and been active in the El Paso community since 1987 when he came to UTEP to play football for the Miners. After his days as a Miner ended, Rob spent several years working with the El Paso Diablos and in the UTEP Athletic Department before joining Lincoln Financial Advisors / Sagemark Consulting in the summer of 2002.
Rob is happily married to his wife, Leslie, and they have one daughter together. In addition to serving as his daughter’s soccer coach, he enjoys working as a football official for local high school and middle school games.
*This internal LFN recognition is based on sales amounts as well as good regulatory and firm standing