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ALLEN F. OSTROFE | MBA, CFP®
Financial Consultant and native San Franciscan. Educated in business, engineering and liberal arts, Allen holds a Bachelor’s Degree from the University of Portland together with the University of Salzburg, Austria. He has a Master of Business Administration Degree in International Management (MBA) earned at the Thunderbird School of Global Management, Phoenix, Arizona. He is a Certified Financial Planner (CFP) awarded by the College for Financial Planning, Denver, Colorado, together with the University of Southern California.
Allen’s international and financial business experience includes 36 years of executive and director positions with a multinational corporation in the US, Europe and South America. Financial/economic experience included primary responsibility for multi-million dollar corporate budgets.
He is a Registered General Securities Principal with the Financial Industry Regulatory Authority, an author of over 100 published investment articles, and contributing author to ABOUT YOUR FUTURE...Financial Planning Will Make The Difference. He is a member of the Institute of Certified Financial Planners, Gold Country Estate Planning Council, and member of Who’s Who in Registry of Global business Leaders.
He was admitted to the original Registry of Financial Planning Practitioners of the International Association for Financial Planning, and is a licensed agent for life, disability and variable annuity insurance contracts. Allen is a founding Board member of Nevada County Land Trust, past President of the Greater Grass Valley Development Corporation, past Board member of Associated Financial Corporation Broker/Dealer, past Investments Professor for Sierra College, corporation member of the Sierra Nevada Memorial Hospital, past Board member and Financial Advisor to Music In The Mountains, past Advisory Board member of Truckee River Bank, member of the Grass Valley/Nevada County Chamber of Commerce, member of Knights of Columbus, former President of Nevada County South Rotary Club, and a frequent lecturer on the subject of Money Management/Financial Independence.
Furthermore, Allen is President of Ostrofe Financial Consultants, Inc.
Seth T. Leishman, CPA, CFP®, Senior Financial Advisor, Partner and Partial Owner
Seth joined Ostrofe Financial Consultants (OFC) in February 2016. Seth brings more than a decade of experience as a Financial Advisor, including holding both CPA and CFP® designations. Seth was previously Senior Financial Advisor/Partner, Chief Investment Officer, and Chief Compliance Officer of a $300 million Registered Investment Advisory firm in Santa Maria, CA. Seth performed management and research for all investment portfolios for the firm, along with meeting and advising clients regarding investments, taxes, estate and retirement planning. Seth’s in-depth cash flow analysis approach to financial and retirement planning helps bring clarity to clients’ financial situation. Seth is excited to have joined OFC and looks forward to the decades ahead with meaningful and trusted relationships.
Seth grew up in Santa Maria, CA and graduated from UC Santa Barbara with a degree in Business Economics and Accounting. Seth and his wife Tara have 4 young children who have fallen in love with all of the outdoor activities in Nevada County. Seth is a self-professed “car guy”, an avid (though mediocre) golfer, and loves everything outdoor sports related. Seth has been a Scoutmaster for the Boy Scouts for over 8 years, including being an Eagle Scout himself, participates in several Boards for non-profit organizations, and enjoys getting involved in community events and charitable causes.
Rick Fisher | MS, CFP®
Hailing originally from Southern California, Frederick “Rick” Fisher, is a true citizen of the State. Growing up in Arcadia, he has lived on Catalina Island, as well as in the cities of Carpenteria, San Diego, Walnut Creek, and now Nevada City.
His father and grandmother exposed Rick to the World of Investing at a young age. By the time he left for high school, Rick was already gaining first hand experience in managing a substantial family portfolio. In college he began taking courses in Finance and Investments, while completing his degree in Business Administration at the University of San Diego. Upon graduation Rick spent four years in sales before deciding to go back to school and pursue a Master’s degree in Accounting, which he received from California State University, Sacramento in January 1992.
At this same time Rick found himself managing estates and portfolios for various family members. Over the next seven years, while working in consulting, accounting and financial analysis he discovered that he had good instincts when it came to financial management and planning. He also had discovered by talking to friends and co- workers, that too many people were not properly planning for retirement or their children’s education.
In April of 1998, Rick joined Ostrofe Financial Consultants, Inc. to use his 20 years of experience and education to consult and educate clients in financial planning. He currently holds his series 7, 24, 63, 65 and insurance license. In July of 2005 Rick earned his Certified Financial Planner certification. Rick is also a Financial Consultant with National Planning Corporation, a member of FINRA/SIPC.
Kevin Harback, BS (Finance)
Kevin is a registered representative and provides fee-based investment advice for individuals and businesses. He prioritizes timely and appropriate recommendations concerning investments, insurance, retirement and estate planning strategies. Kevin also works in Client Services to research and assist with all managed and non-managed accounts.