Charter Oak Capital Management
Todd Cesca is a seasoned wealth manager with extensive experience in financial planning and client services. Currently serving as a Partner and Senior Financial Advisor at Charter Oak Capital Management since March 2002, Todd also holds the title of Partner and Director of Client Services, working with a diverse clientele that includes individuals, non-profit organizations, and trusts. Prior experience includes a role as a Financial Advisor at Morgan Stanley from 2000 to 2002 and as a Project Manager at the Maine State Planning Office in 1999, where Todd focused on economic forecasting and modeling. Todd holds a Bachelor of Arts in Liberal Arts from the University of New England and a Master of Public Administration in Economic Analysis from the University of Southern Maine.
Charter Oak Capital Management
Charter Oak Capital Management is a privately owned independent wealth management firm based in New Hampshire and Maine. We create success for our clients by identifying their goals and developing investment strategies that accomplish their financial objectives. As your fiduciary, it is very important to understand how we will be helping you achieve your goals. Items below outline what each of us needs to do to in order to make your investment and planning process successful. PARTNERSHIP - Be proactive and dynamic with our planning in regard to the ever-changing landscape of finance, making certain we help you make smart decisions with your money. KNOWLEDGE - Provide interesting information that will keep you up-to-date on the world of finance and investing. RESPECT - We display personal and professional integrity and treat others with the same level of respect that we deserve. As your wealth management team, we will try to do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals. For more information, please visit http://www.charteroakcm.com.