Everyone Should Have Someone To Talk To About Their Money & Other Important Lessons From A $3B Firm
35 Minuten
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vor 7 Monaten
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.
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