7467 State Route 22
New Alexandria, PA 15670
Office: (724) 668-7900

David J. Estatico, CFS®, CRPC®

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David J. Estatico
CFS®, CRPC®

Private Wealth Advisor

Phone: 
(724) 668-7900
Fax: 
(724) 668-8083

View My Profile on Linkedin

In 1983, Mr. Estatico 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 30 plus years, Mr. Estatico 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 securities licensed representative, and an Investment Advisor Representative (IAR) of Lincoln Financial Advisors Corp. He is licensed to sell & service Life, Disability Income, and Long Term Care Insurance. 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 Estatico’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.

Mr. Estatico was born in Pittsburgh, graduated from Franklin Regional High School, and resides in Greensburg, Pa. 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.”

 

*Mosaic Employee Benefits is a separate entity and is not affiliated with Lincoln Financial Advisors.

David 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. It is not our position to offer legal or tax advice. Mosaic Wealth Consulting is not an affiliate of Lincoln Financial Advisors Corp.  CRN-2103723-042718.

Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC). Investment advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

We are licensed to sell Insurance Products in the following states: Alabama, Arizona, Florida, Georgia, Illinois, Kentucky, New York, Maryland, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia, and Wyoming.

We are registered to sell Securities in the following states: Alabama, Arizona, Colorado, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maine, Maryland, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia, and Wyoming

*Mosaic Employee Benefits is a separate entity and is not affiliated with Lincoln Financial Advisors Corp.

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