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

EPISODE · May 8, 2025 · 34 MIN

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

from Smart Money Circle · host Adam Sarhan

Everyone Should Have Someone To Talk To About Their Money & Other Important Lessons From A $3B FirmErnest Csak CFP Main Street Financial Solutions with over $3B in AUM Guest:Ernest M. Csak, CFP® Main Street Financial Solutions, LLCWebsite: www.msfsolutions.comBioErnest 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.

Everyone Should Have Someone To Talk To About Their Money & Other Important Lessons From A $3B FirmErnest Csak CFP Main Street Financial Solutions with over $3B in AUM Guest:Ernest M. Csak, CFP® Main Street Financial Solutions, LLCWebsite: www.msfsolutions.comBioErnest 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.

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

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This episode was published on May 8, 2025.

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Everyone Should Have Someone To Talk To About Their Money & Other Important Lessons From A $3B FirmErnest Csak CFP Main Street Financial Solutions with over $3B in AUM Guest:Ernest M. Csak, CFP® Main Street Financial Solutions, LLCWebsite:...

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