Jeffrey J. Kosek, CFP®


Direct Phone: 216.591.2334

Offices in Cleveland, OH and Naples, FL.


Jeffrey J. Kosek provides customized comprehensive financial and wealth management solutions to business owners, executives, high net worth families and individuals. To better service his business owner and executive clients, Jeffrey is an active member of the Business Intelligence Institute and Lincoln Financial Advisors Lincoln Executive Consulting.

Jeffrey earned his CFP® certification in 2016 to distinguish himself from others in the financial services field. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements, and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and are required to make financial planning recommendations in your best interest.

With 9 years of industry experience, Jeffrey joined Sagemark Consulting/Lincoln Financial Advisors after a successful 2-year experience with American Income. Providing top-tier client service has long been part of Jeffrey’s approach as can be evidenced by his multiple Outstanding Performance awards in recognition of superior service to his clients. In 2009 and 2010, he served as captain of Men's Soccer at John Carroll University.

Education & Associations

  • B.S.B.A., John Carroll University, 2010
  • Partner, JCU Muldoon Center for Entrepreneurship
  • Member since 2016, Business Intelligence Institute of Lincoln Financial Advisors Corp.*
  • Million Dollar Round Table®** qualified since 2016 – present
  • Ongoing attendance at local & national seminars
  • Premier Partners*** member since 2018 – present
  • CFP® designation attained in 2016
  • Member since 2017, Lincoln Executive Consulting

About Business Intelligence Institute

Business Intelligence Institute (BII) is focused on serving the needs of closely-held business owners to help them grow, preserve, protect, and transfer their life’s work. Only the most highly qualified advisors within Lincoln Financial Advisors are invited to participate in this effort. Our mission is to use our holistic financial planning process, culture, and intellectual capital to help our entrepreneurial clients make informed choices and towards reaching their business and personal goals.

About Lincoln Executive Consulting

Lincoln Executive Consulting (LEC) is a comprised of a select group of Lincoln Financial Advisors tenured financial planners who have demonstrated expertise developing comprehensive strategies addressing the financial concerns of today’s top executives. Chosen from the financial planning professionals across the country within our organization, the Lincoln Executive Consulting Specialist possesses advanced knowledge and technical skills coupled with a passionate commitment to their clients.

With a national footprint, Lincoln Executive Consulting delivers a customized, yet consistent, planning approach to corporations with executives housed across the US. LEC Specialists work collaboratively to help executives toward achieving their financial goals including maximizing corporate benefits (including, when appropriate, stock options and capital accounts), developing effective retirement accumulation and distribution strategies, reducing taxes, leaving a legacy to heirs and charity, etc.


*Business Intelligence Institute is a Lincoln Financial Advisors initiative focusing on business succession strategies.
**To qualify for the Million Dollar Round Table members must meet a certain level of premium, commission or income during the year. For details please visit
***Lincoln's Premier Partners Program is an internal designation based in part on assets under management, sales and compliance criteria.