Your Partners in Financial Planning
Szarka Financial has been providing friendly, professional service to clients preparing for, nearing and in retirement. We offer a full range of financial planning services for individuals, employees, and business owners across Northeast Ohio. We help create income strategies for retirees that are concerned about outliving their money.
Les Szarka, CFP®, ChFC®
Chief Executive Officer
Mark Stratis, CFP®
Senior Financial Planner
Ross Croucher
Senior Financial Planner
Alex Menassa, MT, CPA, JD
Senior Financial Planner
Chuck Conrad, JD
Senior Financial Planner
Alex Szarka
Senior Financial Planner
Rick Martin, CFP®
Senior Financial Planner
Mike Jacobs
Senior Financial Planner
Tim Marcinek, AIF®
Senior Financial Planner
Our Basic Financial Planning Philosophy
Our guiding principle is to plan for the worst case scenario. We believe many people plan with “rose-colored glasses.” The problem is that these best case scenarios rarely unfold. We work with clients to help them avoid disappointing or catastrophic consequences. There are very few second chances in retirement. We believe that one key to a successful retirement is to plan for the unexpected! This means that you make very conservative assumptions and try to avoid unnecessary risks.
We Have Found That we do our Best Work With Clients who:
- Are motivated and driven to meet their financial goals
- See the value of conservative based financial planning
- Recognize the value of systematic planning in order to achieve short and long-term goals
- Appreciate good communication and collaboration with a firm that provides excellent customer service
Client Support Team
Diana Melenick
Senior Client Manager
Daleene Folkmann
Client Manager
Dino Centracchio
Chief Operating Officer
Christine Martinez
Senior Client Manager
Adrienne Heidecker
Administrative Assistant
Debra Szarka
Chief Financial Officer
Jessica Luke
Senior Client Manager
Meghan Leys
Marketing Director