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Everyone Should Have Someone To Talk To About Their Money & Other Important Lessons From A $3B Firm

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Manage episode 481396728 series 3232962
Content provided by Adam Sarhan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Sarhan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Everyone Should Have Someone To Talk To About Their Money & Other Important Lessons From A $3B Firm

Ernest Csak CFP Main Street Financial Solutions with over $3B in AUM

Guest:

Ernest M. Csak, CFP®

Main Street Financial Solutions, LLC

Website:

www.msfsolutions.com

Bio

Ernest Csak, CFP®, CRPS®, CPFA® worked in the financial services field since 1995. Prior to joining Main Street Financial Services, Ernie worked at Merrill Lynch for 10 years, serving individual, family, and estate planning needs, as well as managing corporate retirement plans. Ernie has experienced various market cycles, enabling to him to help his clients remain focused on the long-term.

Ernie brings an unparalleled enthusiasm in helping people understand the importance of a solid financial plan. He prides himself on having a great way of explaining financial matters that are easy to understand.

As a result of an ever-present desire to grow professionally, he secured his CFP® certification in 2016, to further solidify his commitment in serving his clients need for financial planning. Working as a fiduciary is very important to Ernie, which is why he joined MSFS.

Ernie graduated from SUNY Albany with a bachelor’s degree in economics. He is fluent in German and is an avid chess player. He lives with his wife and 3 dogs, and you can frequently find them taking in baseball games.

Disclaimer:

Investment advisory services offered through Main Street Financial Solutions LLC. This material has been prepared for informational purposes only and is not intended to provide, and should not be relied upon for, tax, legal or accounting advice. For important disclosures about Main Street Financial Solutions, LLC, including our Part 3 Relationship Summary (“Form CRS”), please visit

https://adviserinfo.sec.gov/firm/summary/305834.

  continue reading

244 episodes

Artwork
iconShare
 
Manage episode 481396728 series 3232962
Content provided by Adam Sarhan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Sarhan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Everyone Should Have Someone To Talk To About Their Money & Other Important Lessons From A $3B Firm

Ernest Csak CFP Main Street Financial Solutions with over $3B in AUM

Guest:

Ernest M. Csak, CFP®

Main Street Financial Solutions, LLC

Website:

www.msfsolutions.com

Bio

Ernest Csak, CFP®, CRPS®, CPFA® worked in the financial services field since 1995. Prior to joining Main Street Financial Services, Ernie worked at Merrill Lynch for 10 years, serving individual, family, and estate planning needs, as well as managing corporate retirement plans. Ernie has experienced various market cycles, enabling to him to help his clients remain focused on the long-term.

Ernie brings an unparalleled enthusiasm in helping people understand the importance of a solid financial plan. He prides himself on having a great way of explaining financial matters that are easy to understand.

As a result of an ever-present desire to grow professionally, he secured his CFP® certification in 2016, to further solidify his commitment in serving his clients need for financial planning. Working as a fiduciary is very important to Ernie, which is why he joined MSFS.

Ernie graduated from SUNY Albany with a bachelor’s degree in economics. He is fluent in German and is an avid chess player. He lives with his wife and 3 dogs, and you can frequently find them taking in baseball games.

Disclaimer:

Investment advisory services offered through Main Street Financial Solutions LLC. This material has been prepared for informational purposes only and is not intended to provide, and should not be relied upon for, tax, legal or accounting advice. For important disclosures about Main Street Financial Solutions, LLC, including our Part 3 Relationship Summary (“Form CRS”), please visit

https://adviserinfo.sec.gov/firm/summary/305834.

  continue reading

244 episodes

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