Francis Ostrom, CFP®, CBEC®

Director of Financial Services

Fran is a Partner and Director of Financial Services for Davie Kaplan Wealth Care Advisors, LLC. He guides Davie Kaplan’s 19 licensed professionals who provide wealth and financial planning services to the firm’s local, regional and national client base. Additionally, he provides business owners, executives and high net-worth individuals with strategic and creative plans. Through the design and implementation of plans such as ESOP’s, management buyouts, family and third-party exit strategies, business owners may successfully achieve their long-term financial goals.

He joined Davie Kaplan in 2013, but began his career in 1980. He specializes in Business Owner Exit Planning, Personal Financial Planning and Ownership Transition Strategies.

Away from the office, Fran enjoys bicycling, golfing and skiing. He and his wife, Liz, are proud parents of three daughters. He also loves to travel and has been all over the states and would like to expand his adventure across the international seas.

Memberships & Affiliations

Director and Investment Committee Chair for the Rochester Rotary Charitable Trusts, Inc.
Member of Rochester Rotary
Member of Rochester Estate Planning Council
Contributor to WealthManagement.com/Penton Media
Serves on the Avantax Advisor Council, comprised of Financial Professionals selected by Avantax leadership

Certifications

CERTIFIED FINANCIAL PLANNER™
Certified Business Exit Consultant™

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™, CFP^® (with plaque design) and CFP^®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.