Sebastian Triscari, CIMA®, CFP® is an experienced and knowledgeable financial advisor ready to work with you.
He earned his MBA in Finance and Economics from St. John's University and is also a designated Certified Investment Manager Analyst and a Certified Financial Planner. He started Genesis Asset Management Group Inc. in 1995 and was recently acquired by OneDigital in 2026.
Over the past 30 years, he has worked with more than 1,000 clients to help them choose, invest, and manage their plans. As a financial planner, Sebastian's main goal is to help you make well-informed decisions on what types of investments are right for you. He also emphasizes the need to adjust investment plans as your goals and needs change.
Sebastian will listen to your concerns, share information about potential investments, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that he devotes to his own. Sebastian looks forward to being your trusted advisor and resource as you build a portfolio of investments.
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. and ODIA are independent and unaffiliated entities.
