Kevin D. Testa CFP®

Private Wealth Advisor

Phone: 724-743-6155
Fax: 724-743-0170
Mobile Phone:Cell 412-999-9200
E-mail: kevin.testa@mosaicplanners.com

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 to achieve their goals by implementing and following a carefully crafted 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 Consulting, LLC, which has grown to 16 financial planners and 17 staff in 5 offices throughout Western Pennsylvania.

A graduate of Robert Morris University, he holds a Bachelor's Degree in Economics and Finance.  Mr. Testa is a CERTIFIED FINANCIAL PLANNER™ practitioner, a licensed Life, Accident, Health and Variable Annuity agent and holds a Series 7 and 63 registrations. 

Mr. Testa and his wife, Melinda, live in Upper St. Clair, PA with their four children.

_{CRN201106-2055697}