David J. Estatico, CFS®, CRPC®
Private Wealth Advisor
In 1983, Dave sold a Motorcycle Dealership to pursue a career in the Financial Services industry. The Bear Market of the early 80’s had a serious effect on the account values and retirement dates of several close relatives, compelling him to make a difference for his family and consequently, all future clients. After 35 years Dave enjoys great relationships with individuals, families, and small to mid-size businesses.
Early in his career he served as District Manager for the Equitable Financial Companies (currently known as AXA). In 1987, Mr. Estatico founded CIS Investment Strategies, a Financial Advisory firm dedicated to the needs of individuals and small to mid-size businesses. In 2005, he joined Mosaic Wealth Consulting as a Private Wealth Advisor. He later restructured CIS Investment Strategies to Mosaic Employee Benefits*, which specializes in all forms of Employee Benefit programs.
Mr. Estatico is a licensed representative with Mosaic Consulting and Lincoln Financial Advisors Corp. He holds Series 7, 63, 65 and SIE securities licenses along with life, accident and health license. He earned his Certified Fund Specialist (CFS®) designation from the Institute of Business and Finance, and his Chartered Retirement Planning Counselor SM (CRPC®) designation from the College for Financial Planning. Dave’s professional affiliations include the Pittsburgh and Pennsylvania Chapters of the National Association of Insurance Financial Advisors (NAIFA), and the Financial Planning Association (FPA). His specialties include Individual Investment advisory services, full scale financial and estate planning, executive benefit packages, ERISA retirement plans such
as 401(k)’s, pensions, profit sharing plans, and defined contribution plans, and Employee Benefit Packages.
Dave was born in Pittsburgh, graduated from Franklin Regional High School, and resides in Greensburg. In addition to his wonderful daughter, Stacy, he enjoys time with his fiancé, Shelly, her children and grandchildren.
Mr. Estatico was awarded the Paul Harris Fellowship award from the Rotary Foundation of Rotary International. In addition to being an avid Volleyball enthusiast, his personal interests include classic cars, golf, stock car racing, motorcycling, and spending time with great friends.
“Ultimately, aren’t we all hoping to create a lifestyle of comfort, enjoyment & tranquility for ourselves and our families…In effect, the Happiness Advantage? It is my desire to help guide my clients through the maze of options, in an effort to make the journey as enjoyable as the destination.”
David J. Estatico is a Registered Representative of Lincoln Financial Advisors, Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, Corp., a broker/ dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. 7467 State Route 22, New Alexandria, PA 15670. CRN-3600784-052021
*Mosaic Employee Benefits is a separate entity and is not affiliated with Lincoln Financial Advisors Corp.