Dr. Chien interviewed Eric W. Cosentino, CTFA, on “Why you should consider using a Trust company to manage your assets?” on Oct. 19, 2021, at 2:00 PM PDT.

Certified Financial Planner or CFP® often recommends the clients set up a trust when their financial situation warrants such a valuable tool.  One out of five financial advisors is a CFP® accordingly to CFP Board or Certified Financial Planner Board of Standards, Inc. There are three general business models in the financial service industry. In this interview, Mr. Cosentino will help us better serve the clients an understanding of what trust companies do and how to communicate that with the clients.

Guest:

Eric W. Cosentino, CTFA, is a Vice President and Private Wealth Advisor with FineMark National Bank & Trust. Mr. Cosentino has nearly 30 years of experience in the financial services industry, with half of that time in Southwest Florida. He works directly with clients to build and preserve their wealth while developing meaningful relationships in Lee and Collier counties. Mr. Cosentino holds a Bachelor of Arts from the University of Massachusetts at Amherst and has earned the Certified Trust and Financial Advisor (CTFA) designation. He also completed National Trust School at the University of Chicago and the National Graduate Trust School at Northwestern University. Mr. Cosentino currently serves as a board member and volunteer for the STARability Foundation, a local non-profit that provides educational, vocational, and social services to individuals with disabilities. He also serves as the Treasurer and volunteer for Delnor-Wiggins Pass State Park, Community Service Organization.

Host:

Chia-Li Chien, Ph.D., CFP®, PMP®, CPBC, is an Assistant Professor and Director of the Financial Planning Program of California Lutheran University. Before her academic role, she held several senior management positions in Fortune 500 companies, including Diageo, ABB, CIGNA, and RSA Insurance Group. Dr. Chien is a frequent speaker about succession planning at national conferences and has published three books, including her most recent publication, “Enhancing Retirement Success Rates in the United States.” She publishes research on succession topics in a variety of academic and practitioner research journals. Dr. Chien serves on the boards of various national financial service associations. She holds a doctorate in financial planning and is a Certified Financial Planner (CFP®) as well as Project Management Professional (PMP®). Chia-Li Chien is pronounced Jolly Jan.