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Ed Yetsko, MBA, CFP®, CSRIC™

Experienced CERTIFIED FINANCIAL PLANNER™ Professional with over 30 years as a financial advisor. I am committed to working alongside my clients on their journey to financial security. As a community college professor teaching investment and financial planning courses, I am also proud to be promoting investment and financial literacy and helping to educate the next generation of business leaders.  See my full background below.

231 Main St, Suite 3

Vestal, NY 13850

(607)239-6333

my approach

As a Certified Financial Planner (TM) professional, I am bound by  ...

MY practice

My practice focuses on helping my clients mange their resources ...

my background

After a long career as a partner and Senior Vice President for ...

my social media feed

I regularly post articles from leading financial publications on a variety of topics on Linked In

Approach

As a CERTIFIED FINANCIAL PLANNER™ professional, I am bound by the CFP® Board's Code of Ethics and Standards of Conduct.  The first duty of a CFP® is a Fiduciary Duty to clients, that is simply stated, to act in their best interests at all times.  All financial advisors do not necessarily operate under a fiduciary standard.  To learn more about the CFP® designation and the benefits of working with a CFP® professional, visit Lets Make a Plan.org

For planning engagements I follow a thorough process that brings client goals and resources into focus and involves the following steps:

  • Identifying and quantifying your goals

  • Gathering and assessing all relevant information

  • Developing a realistic plan to move toward your goals

  • Implementing your plan using the appropriate financial tools

  • Monitoring your progress and making adjustments as necessary based on your changing personal circumstances and changes in the financial environment

 

My Practice

My practice focuses on helping my clients achieve a state of "financial wellness" which is more than just your income and net worth.  Financial wellness includes:

  • Eliminating or at least minimizing financial stress in knowing that your financial actions are aligned with your life goals,

  • Creating a strong foundation based on living within your means, being able to handle emergencies, and using debt responsibly,

  • Making sure that you are on track to achieve your financial goals, both today and in the future.

Investment management is central to building wealth and achieving long term goals so this is also central to my practice.  The key to this process is making sure that I design portfolios that allow you to be able to sleep at night and remain committed and invested.  I have recently added SRI (Sustainable, Responsible, Impact) Investing to my practice for clients who desire to have their investment portfolios aligned with their personal values.

I work with a range of clients however with my background and coursework in sport and athlete management and experience as a former high school and college coach, I particularly enjoy working with professional athletes and those in the sport industry.

 
 

Background and Education

After a long career as a partner and Senior Vice President for Financial Services at The Partners Insurance and Financial Services, in October 2016 my associate Kevin Dempsey and I formed Aspire Financial Group, LLC, an independent wealth management firm focusing exclusively on financial planning and investment management.  Father of four and grandfather of nine, I live in Vestal, NY with my wife Lynn.

Additional background and education:

  • BS, United States Naval Academy, 1977

  • MBA, Binghamton University, 1988

  • CERTIFIED FINANCIAL PLANNER™, 1988

  • Chartered SRI Counselor™, 2019 - A unique certification program completed through the College for Financial Planning that provides a blend of foundational knowledge and scenario learning to work with sustainable, responsible, and impact (SRI) investments.

  • Retired Navy Captain with 27 years combined active and reserve experience

  • Former U.S. Naval Academy Blue and Gold Officer

  • Former Junior College and High School Varsity Lacrosse Coach

  • Assistant Professor, SUNY Broome Community College (teaching Investments, Personal Finance, Sports Management)

  • Graduate of the Sports Management Worldwide Athlete Management Course - This course covered all aspects of becoming a sports agent including recruiting, negotiating contracts, marketing, endorsements, financial and legal considerations, and industry regulations. Through this I have gained an appreciation and insight into the role of a sports agent and an understanding on how to work as part of a team of advisors to serve the needs of professional athletes and other sport industry professionals.

  • Coursework in Sports Management through the United States Sports Academy

 

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Aspire Financial Group, LLC

Earl D. Butler Professional Building

231 Main St, Suite 3, Vestal, NY 13850 - (607)239-6333

Securities and Registered Investment Advisor Services offered through Cadaret, Grant & Co., Inc., Member FINRA and SIPC

Cadaret, Grant & Co., Inc. is an SEC Registered Investment Advisor - Cadaret Grant & Co. and Aspire Financial Group are separate entities

Securities offered in CT, FL, MA, MD, NC, NJ, NY, PA, & WA