Mr. Testa draws on more than 15 years of experience in assisting individuals, professionals and business owners to help them work toward their financial objectives. Clients have the potential toward achieving their goals by implementing and following a carefully crafted financial plan. Mr. Testa's financial 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.
Mr. Testa began his practice with CIGNA Financial Advisors, designing individual and business financial strategies for executives and small business owners. He focuses on comprehensive financial planning, which includes estate, investment and retirement income planning, disability income and insurance strategies. In 2001, he and two other partners founded Mosaic Wealth Consulting, LLC, which has grown to 19 financial planners and 17 staff in 7 offices throughout Western Pennsylvania and North Carolina.
A graduate of Robert Morris University, he holds a Bachelor's Degree in Economics and Finance. Mr. Testa has earned the CERTIFIED FINANCIAL PLANNER™ Practitioner certification, a licensed Life, Accident, Health and Annuity agent and holds a Series 7 and 63 registrations.
Mr. Testa and his wife, Melinda, live in Canonsburg, PA with their four children.