195 Senior Level Advisors in 36 states & Canada, providing exit, transition, and succession planning services to privately held business owners

What Is Pinnacle Equity Solutions

Pinnacle Equity Solutions is a national association of senior-level, professional advisors who are all trained and supported in a common system to deliver high quality, customized solutions to business owners regarding the eventual exit from their privately-held businesses

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Buy John M. Leonetti’s Book

Exiting Your Business, Protecting Your Wealth by John M. Leonetti, CEO of Pinnacle Equity Solutions, Inc.

Exiting Your Business, Protecting Your Wealth
by John M. Leonetti,
CEO of Pinnacle Equity Solutions, Inc.

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Fran Ostrom, CFP®, CBEC®

2016-ostrom-headshot
 
 
Contact Information:
Davie Kaplan Wealth Care Advisors, LLCdaviekaplan
(585) 341-4102
fostrom@daviekaplan.com
1000 First Federal Plaza
Rochester, NY  14614
 
 
 
 

Fran is Director of Financial Services for Davie Kaplan Wealth Care Advisors, LLC. He guides Davie Kaplan’s nineteen licensed professionals in providing wealth and financial planning services to the Firm’s local, regional and national client base. Additionally, he works with business owners, executives and high net-worth individuals in developing strategic and creative plans to accomplish their financial goals.

Education

  • CBEC®, Certified Business Exit Consultant, Pinnacle Equity Solutions, Inc.
  • CFP®, CERTIFIED FINANCIAL PLANNER™, College for Financial Planning
  • B.B.A., Finance, St. Bonaventure University

Affiliations

  • Rochester Rotary Charitable Trust – Director
  • Rochester Rotary
  • Estate Planning Council
  • WealthManagement.com/Penton Media – Contributor

Activities

Fran enjoys bicycling, golf and skiing in his free time. Fran and his wife, Liz, reside in Fairport and are proud parents of three daughters.