Mr. Testa draws on more than 20 years of experience in assisting individuals, professionals, and business owners to help them work towards their financial objectives. Clients have the potential to achieve their goals by implementing and following a carefully crafted plan. Mr. Testa’s financial planning process goes beyond being creative and innovative – it means understanding what is important to each individual client and having a financial plan flexible enough to change as their circumstances change.
In his experience, Mr. Testa has found most clients have competent, existing advisors already in place but seldom have one person responsible for coordinating the entire team. The coordination he can bring is often the difference between having the work done and having it done as well as it can possibly be done.
Mr. Testa began his practice with CIGNA Financial Advisors, designing individual and business financial strategies for executives and business owners. He focuses on comprehensive financial planning, which includes business succession, investment, and retirement income planning, risk management as well as estate planning strategies. In 2001, he and two other partners founded Mosaic Wealth Consulting which has grown to 23 financial planners and 17 staff in 11 offices throughout Western Pennsylvania, North Carolina, and Florida.
A graduate of Robert Morris University, he holds a Bachelor’s Degree in Economics and Finance. Mr. Testa is a CERTIFIED FINANCIAL PLANNER™ professional, a licensed Life, Accident, Health, and Annuity agent, and holds FINRA Series 7 and 63 registrations.
Mr. Testa and his wife, Melinda, live in Canonsburg, PA with their four children.