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Gus Golinski

Gus Golinski

Financial Planner

August “Gus” Golinski spent two years polishing his financial planning skills in Lincoln Financial Group’s nationally recognized Planning Department prior to joining the firm in 2013. As a rising star in the Cleveland financial sector he is learning the business from the ground up. Initially he provided both administrative and plan support as our Case Support Specialist. His Planning Department background helped him naturally progress through the role of Paraplanner to Financial Planner where he facilitates the production of our comprehensive financial plans, maintains our Wealth Management System and ensures that young professionals and families in the area are taking the appropriate steps towards having and understanding all of the components that make up their comprehensive financial plan.

His drive to innovate while providing a professionalized, personalized approach to financial planning directly aligns with the firm’s long standing vision and has made him invaluable to our clients and the WealthPlan Partners team.

Gus earned a BA in Finance from Alfred University in December of 2009 where he served as Treasurer and President of the Student Managed Investment Fund. He holds his Series 7 security registration as well as his Ohio Life, Health & Annuities License.