Cleveland Office
28601 Chagrin Boulevard
Suite 300
Cleveland, OH 44122
Naples Office
999 Vanderbilt Beach Road
Suite 200
Naples, FL 34108
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Jeffrey J. Kosek, CFP®

Direct Phone

216.591.2334

Email

Jeffrey.Kosek@LFG.com

 

After 2 years of prior experience working with another financial firm, Jeff joined Sagemark Consulting in 2013 to begin building his own advisory business. He’s a 2nd-generation advisor—his father Joe has been with Sagemark for 40 years. The two have worked closely together for nearly a decade, expanding offerings and capabilities for all clients.

In 2016, Jeff earned the CFP® certification, the highest designation in the industry, to distinguish himself from other advisors. Although many professionals call themselves “financial planners,” 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 as a CFP® professional, 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 clients in the way he would wish to be treated—responsively and prepared—which he believes is less than common today, across many industries. He has built his practice for clients to have peace of mind they are doing the right things, to 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 out of everything they've created, for their personal lives and their families.

Education & Associations

  • B.S.B.A., John Carroll University, 2010
  • CFP® designation, 2016
  • Million Dollar Round Table®** qualified 2016 – present
  • Member, Business Intelligence Institute of Lincoln Financial Advisors Corp.*
  • Member since 2017, Lincoln Executive Consulting
  • Premier Partners*** member 2018 – present
  • Ongoing attendance and speaker at local & national seminars

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 to participate in this effort. 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 Lincoln Financial Advisors tenured financial planners who have demonstrated expertise developing comprehensive strategies addressing the financial concerns of today’s top executives. Chosen from the financial planning professionals across the country within our organization, the Lincoln Executive Consulting Specialist possesses advanced knowledge and technical skills coupled with a passionate commitment to their clients.

With a national footprint, Lincoln Executive Consulting delivers a customized, yet consistent, planning approach to corporations with executives housed across the US. LEC Specialists work collaboratively to help executives toward achieving their financial goals including maximizing corporate benefits (including, when appropriate, stock options and capital accounts), developing effective retirement accumulation and distribution strategies, reducing taxes, leaving a legacy to heirs and charity, etc.

 

*Business Intelligence Institute is a Lincoln Financial Advisors initiative focusing on business succession strategies.
**The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®. Members must meet a certain level of premium, commission, or income during the year and must also adhere to strict ethical standards. No fees were required for qualification.
***Lincoln's Premier Partners Program is an internal designation based in part on assets under management, sales and compliance criteria.