Sasha Cesen

CLU®, LUTCF
  • Financial Planner
  • Investment Advisor Representative

As a Financial Planner, Sasha services the financial needs of individuals, families, and businesses while seeking to build long-term relationships. She collaborates with her clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help them achieve those goals.

Her disciplined approach integrates:

  • Current financial position analysis
  • Insurance Planning
  • Investment Planning
  • Tax Planning
  • Retirement Planning
  • Estate Planning

When the analysis is complete, Sasha can identify solutions for specific needs or build and implement a financial plan that can help put her clients in the best position to succeed.

“In my practice, my focus is to help my clients reduce their financial uncertainty and prepare them for the future. I aim to educate my clients on building, creating, and protecting their legacy while making better, more confident fiscal decisions. “
-Sasha Cesen

ABOUT SASHA

Sasha has 17 years of experience in the financial services industry. She began her career in 2003 with Webster Bank and Webster Investments. In 2010 she joined New York Life where she gained additional expertise in utilizing life insurance as an asset class within a financial portfolio. Soon after, she obtained her LUTCF (Life Underwriter Training Council Fellow) and CLU® (Chartered Life Underwriter) designations and joined Barnum Financial Group. She is a graduate of the University of Zagreb, Croatia with a major in economics and international trade.
Sasha lives in Barrington, Rhode Island with her daughter Sonia. In her spare time, she enjoys hiking and watching her daughter swim. Sasha is active in her community and supports the Paralympics and St. Jude research hospital charities.

I am licensed and registered to offer products and services in RI. Licenses and registrations will vary.
Domiciled in RI.

Check the background of this investment professional on FINRA’s BrokerCheck