David J. Estatico, CFS

David J. Estatico, CFS

Private Wealth Advisor

Phone: 724-668-7900
Fax: 724-834-8083
E-mail:

Mr. Estatico has been in the financial services industry for over 25 years.  Early in his career he served as District Manager for the Equitable Financial Companies (AXA).  In 1987, Mr. Estatico founded CIS Investment Strategies, LLC which handled all aspects of financial services, including financial planning and employee benefits.In 1996, he moved to Allmerica/Vera Vest Financial, and then in 2005 affiliated with Lincoln Financial Advisors.

Mr. Estatico's licensing credentials include Series 7, 63, 65, Life, Accident and Health.  He also earned his Certified Fund Specialist (CFS) designation from the Institute of Business and Finance.  Mr. Estatico's professional affiliations include membership in the Pittsburgh and Pennsylvania Chapters of the National Association of Insurance Financial Advisors (NAIFA), and the Financial Planning Associates (FPA).  He spends most of his time providing Individual Investment advisory services, full scale financial and estate planning, executive & key employee benefit packages, and retirement plan design/servicing functions for programs such as 401(k) retirement accounts, Pensions, Profit Sharing Plans, and Defined Contribution plans.

Mr. Estatico was born in Pittsburgh, graduated from Franklin Regional High School, and resides in Penn Township.  In addition to his wonderful daughter, Stacy, Dave enjoys time with his fiancée, Shelly, and her three children.

Mr. Estatico was awarded the Paul Harris Fellowship award from the Rotary Foundation of Rotary International, and in addition to being an avid volleyball enthusiast, his personal interests include classic cars, golf, and stock car racing. CRN200907-2032163