Smart Money Circle

Everyone Should Have Someone To Talk To About Their Money & Other Important Lessons From A $3B Firm


Listen Later

Everyone Should Have Someone To Talk To About Their Money & Other Important Lessons From A $3B Firm


Ernest Csak CFP Main Street Financial Solutions with over $3B in AUM

Guest:

Ernest M. Csak, CFP®

Main Street Financial Solutions, LLC


Website:

www.msfsolutions.com


Bio


Ernest Csak, CFP®, CRPS®, CPFA® worked in the financial services field since 1995. Prior to joining Main Street Financial Services, Ernie worked at Merrill Lynch for 10 years, serving individual, family, and estate planning needs, as well as managing corporate retirement plans. Ernie has experienced various market cycles, enabling to him to help his clients remain focused on the long-term.

Ernie brings an unparalleled enthusiasm in helping people understand the importance of a solid financial plan. He prides himself on having a great way of explaining financial matters that are easy to understand.

As a result of an ever-present desire to grow professionally, he secured his CFP® certification in 2016, to further solidify his commitment in serving his clients need for financial planning. Working as a fiduciary is very important to Ernie, which is why he joined MSFS.

Ernie graduated from SUNY Albany with a bachelor’s degree in economics. He is fluent in German and is an avid chess player. He lives with his wife and 3 dogs, and you can frequently find them taking in baseball games.


Disclaimer:


Investment advisory services offered through Main Street Financial Solutions LLC. This material has been prepared for informational purposes only and is not intended to provide, and should not be relied upon for, tax, legal or accounting advice. For important disclosures about Main Street Financial Solutions, LLC, including our Part 3 Relationship Summary (“Form CRS”), please visit

https://adviserinfo.sec.gov/firm/summary/305834.


...more
View all episodesView all episodes
Download on the App Store

Smart Money CircleBy Adam Sarhan

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

15 ratings


More shows like Smart Money Circle

View all
InvestTalk by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

InvestTalk

1,504 Listeners

Motley Fool Money by The Motley Fool

Motley Fool Money

3,180 Listeners

Masters in Business by Bloomberg

Masters in Business

2,184 Listeners

We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,366 Listeners

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

512 Listeners

Investor's Edge with Gary Kaltbaum by Gary Kaltbaum

Investor's Edge with Gary Kaltbaum

166 Listeners

The Ben Shapiro Show by The Daily Wire

The Ben Shapiro Show

153,461 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,300 Listeners

Alpha Exchange by Dean Curnutt

Alpha Exchange

81 Listeners

Investing With IBD by Investor's Business Daily

Investing With IBD

382 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,050 Listeners

Verdict with Ted Cruz by Premiere Networks

Verdict with Ted Cruz

44,233 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

8,902 Listeners

The Megyn Kelly Show by SiriusXM

The Megyn Kelly Show

38,734 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

982 Listeners