Edward P. Yetsko, MBA, CFP®, CSRIC™
As an experienced and accomplished financial planner, naval officer, educator, and lacrosse coach, Ed Yetsko has learned that in order to be great at any of those roles, you must first take the time to fully understand your goal or mission. Then, you must be willing to utilize the skills and strengths of those with whom you work to accomplish those goals. Ed has applied this lesson first-hand as a Certified Financial Planner™ who has been helping his clients meet their financial goals for the past 30 years. Today, as a partner and financial planner at Aspire Financial Group, LLC, Ed continues to ensure that his clients are the most important part of his practice.
In 2016, after a long career as a partner and senior vice president for financial services at The Partners Insurance and Financial Services, Ed and his associate, Kevin Dempsey, founded Aspire Financial Group, LLC. AFG is an independent financial planning and wealth management firm located in New York’s Southern Tier. According to Ed, the firm’s goal is to help clients align their financial actions with their life’s goals. His focus is on investment management, retirement planning, and retirement income management. Ed believes that sustainability should be integral to portfolio construction and risk management and is incorporating sustainable, responsible, and impact investing (SRI) into his practice. Ed works primarily with corporate executives and professionals and has also developed expertise in serving athletes and professionals in the sports industry. Ed is backed by a client service staff that understands and embraces their role in helping clients achieve their goals and takes pride in nurturing the personal client relationships the team has developed, so their tagline is “Dream, Plan, Aspire.”
Edward plays several leadership roles at AFG. As a registered principal, he has supervisory responsibilities and is also working to help develop a younger associate advisor. Since they are a smaller firm, he does however focus the majority of his time on client relationships. Effectively working with clients involves recognizing that everyone’s economic and life situations are unique. Therefore, he understands that personalized service is essential when matching clients with the most suitable financial solutions. As a CFP® professional, he is committed to working as a fiduciary in his clients’ best interest.
Ed served in the Navy on active duty as a submarine warfare officer and over the course of several deployments, earned status as both a “Bluenose” and “Shellback” meaning that he crossed both the Arctic Circle and Equator at sea. After active duty, Ed started his career in financial planning and also continued to serve as a Naval Reserve officer. He retired at the rank of captain, with 27+ years of combined active and reserve service, including three reserve unit commanding officer tours and service as the Navy’s emergency preparedness liaison officer to New York State. He served for over 30 years as a blue and gold officer for the U.S. Naval Academy, counseling and evaluating candidates for admission. Ed is also a former junior college and high school lacrosse coach.
Currently, Edward is a member of the Financial Planning Association, Investments and Wealth Institute, and the U.S. Forum for Sustainable and Responsible Investment. He is also serving as a member of one of The Community Foundation for South Central New York Grant Review Panels. However, Ed’s most important roles are husband to his wife Lynn (of 41 years), proud father of four daughters, and grandfather of nine grandchildren.
Edward Yetsko, MBA, CFP®, CSRIC™
Financial Planner & Partner
Aspire Financial Group, LLC
231 Main Street, Suite 3
Vestal, New York 13850