Dan Cesta

Directeur Général chez Pinnacle Wealth Management Group, Inc.

Profil

Mr. Daniel A.
Cesta, CPA, is a President at Pinnacle Wealth Management Group, Inc. He is the founder of the firm and serves as a wealth manager to both individuals and businesses.
His focus is on assisting clients address their financial objectives utilizing a comprehensive wealth management approach.
In addition to assisting clients construct investment portfolios, he has expertise in the areas of financial planning, insurance, taxes, retirement and estate planning, as well as, family wealth counseling.
He has over 20 years of financial experience.
Before forming Pinnacle Wealth Management, Mr. Cesta was a Vice President of Investments and Senior Retirement Planning Consultant for UBS Financial Services, Inc. Prior to that, he was an Associate Professor of Accounting at Lebanon Valley College of Pennsylvania.
Mr. Cesta has a Bachelor of Business Administration degree from Siena College and a Master's Degree in Taxation (MST) from the State University of New York.
He is also a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP).

Postes actifs de Dan Cesta

Sociétés	Poste	Début
Pinnacle Wealth Management Group, Inc.	Directeur Général	01/04/2005

Formation de Dan Cesta

Siena College	Undergraduate Degree
The State University of New York	Graduate Degree