Jeff Kosek, CFP®
After beginning his career in 2011 with another financial advisory firm, Jeff joined Sagemark Consulting in 2013 to build and grow a business in helping people reach their goals. As a 2nd-generation advisor, he worked closely with his father for more than a decade.
In 2016, Jeff earned the CFP® certification, the highest standard in the industry, to distinguish himself from other advisors. CFP® professionals have completed extensive training, experience requirements, and are held to rigorous ethical standards. CFP® professionals are required to make financial planning recommendations in a client’s best interest, and Jeff acts as a fiduciary**** with his clients.
To better serve business owners and corporate executives, Jeff is an active member of LFA’s Business Intelligence Institute* and Lincoln Executive Consulting.
In his last two years at John Carroll University, 2009 and 2010, he served as captain of JCU Men's Soccer.
Jeff’s core philosophy is to take care of people in the same way he would wish to be treated — prepared, proactively guiding, following through, responding within 24 hours — which is less than common today, across all industries. He built his practice for clients to have confidence they are doing the right things, and will ultimately get to where they want to be.
Jeff enjoys working with people who have worked hard to develop their businesses, careers, and themselves — have been rewarded for it — and want to make the most of everything they've created, for their personal lives and their families.
Education & Associations
B.S.B.A., John Carroll University, 2010
Member since 2016, Business Intelligence Institute of Lincoln Financial Advisors Corp.*
Million Dollar Round Table®** qualified since 2016 – present
Ongoing attendance at local & national seminars
Premier Partners*** member since 2018 – present
CFP® certification since 2016
Member since 2017, Lincoln Executive Consulting
About Business Intelligence Institute*
Business Intelligence Institute* (BII) is focused on serving the needs of closely-held business owners to help them grow, preserve, protect, and transfer their life’s work. Only the most highly qualified advisors within Lincoln Financial Advisors are invited. Our mission is to use our holistic financial planning process, culture, and intellectual capital to help our entrepreneurial clients make informed choices and towards reaching their business and personal goals.
About Lincoln Executive Consulting
Lincoln Executive Consulting (LEC) is a comprised of a select group of LFA financial planners nationwide who have demonstrated expertise in comprehensive strategies, addressing the financial concerns of today’s top executives. A Lincoln Executive Consulting Specialist possesses advanced knowledge and technical skills, coupled with a passionate commitment to clients. LEC Specialists work collaboratively to help executives toward achieving their financial goals, including maximizing corporate benefits (e.g. stock compensation plans), developing effective retirement accumulation and distribution strategies, reducing taxes, leaving a legacy to heirs and charity, and more.