Managing to be Wealthy Employee Directory

Q: What is Managing to be Wealthy known for?

Managing to be Wealthy was founded in 1965. Managing to be Wealthy operates in the Financial Services industry.

Q: How many employees does Managing to be Wealthy have currently?

Managing to be Wealthy has approximately 22 employees.

Financial ServicesOhio, United States11-50 Employees

John E. Sestina and Company is a fee‑only financial planning firm based in Columbus, Ohio, and the creator of the Managing to be Wealthy™ brand. Founded in 1965, we work with clients across a wide range of financial situations—from those just starting out to those with more complex planning needs. Our planners collaborate with you on comprehensive, ongoing financial planning that may include saving and investing, retirement planning, education funding, insurance reviews, tax considerations, and estate‑related topics. As a commission‑free firm, our focus is on long‑term client service and thoughtful, individualized planning.

For important information and disclosures, including our Form ADV Part 2A and Form CRS, please visit our website. Investment advisory services are offered through John E. Sestina & Company, an investment adviser registered with the Securities & Exchange Commission (SEC). Registration with the SEC or any state securities authority does not imply a certain level of skill or training.

Find Managing to be Wealthy employees' phone numbers or email addresses

Managing to be Wealthy Global Highlights

North America
23

United States Of America
23

Managing to be Wealthy's Leadership

S. H.
Partner & Senior Financial Planner
Mobile Phone
Email
A. S.
Network Administrator
Mobile Phone
Email
A. P.
Financial Advisor
Mobile Phone
Email
C. M.
Bret Steinfurth
Mobile Phone
Email

Managing to be Wealthy Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Information Technology
Accounting
Administrative
Other

Contact profiles from Managing to be Wealthy

Name

Title

Contact Info

Location

Last Update

S. H.
Partner & Senior Financial Planner
Mobile Phone
Email
United States
Nov 13, 2025
A. S.
Network Administrator
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
A. P.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Aug 20, 2025
C. M.
Bret Steinfurth
Mobile Phone
Email
UNITED STATES
Aug 04, 2023

Frequently Asked Questions

What is Managing to be Wealthy known for?

Managing to be Wealthy was founded in 1965 operates in the Financial Services industry. The company's main headquarters is located in 1161 Bethel Road Suite 201 Columbus, Ohio 43220 United States; you can contact the main corporate office by phone at

+1-614-326-****

. Explore Managing to be Wealthy's company overview page for more information.

What is Managing to be Wealthy's most common email format?

Managing to be Wealthy employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Managing to be Wealthy email formats with LeadIQ.

How many employees does Managing to be Wealthy have currently?

Managing to be Wealthy has approximately 22 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Managing to be Wealthy's key employees and leadership?

As of March 2026, Managing to be Wealthy's key employees include:

Partner & Senior Financial Planner: S. H.
Network Administrator: A. S.
Financial Advisor: A. P.
Bret Steinfurth: C. M.

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