Francis L. Ostrom III

Fran is Director of Financial Services for Davie Kaplan Wealth Care Advisors, LLC. He guides Davie Kaplan’s nineteen licensed professionals in providing wealth and financial planning services to the Firm’s local, regional and national client base. Additionally, he works with business owners, executives and high net-worth individuals in developing strategic and creative plans to accomplish their financial goals.

Education

  • CBEC®, Certified Business Exit Consultant, Pinnacle Equity Solutions, Inc.
  • CFP®, CERTIFIED FINANCIAL PLANNER™, College for Financial Planning
  • B.B.A., Finance, St. Bonaventure University

Affiliations

  • Rochester Rotary Charitable Trust – Director
  • Rochester Rotary
  • Estate Planning Council
  • WealthManagement.com/Penton Media – Contributor

Activities

Fran enjoys bicycling, golf and skiing in his free time. Fran and his wife, Liz, reside in Fairport and are proud parents of three daughters.