Francis L. Ostrom, III, 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.
Fran is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Business Exit Consultant™. 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.
Fran is a Director and Investment Committee Chair for the Rochester Rotary Charitable Trusts, Inc. He is also a member of Rochester Rotary and the Rochester Estate Planning Council and a contributor to WealthManagement.com/Penton Media. Fran serves on the Avantax Advisor Council, comprised of Financial Professionals selected by Avantax leadership.
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.
Get to know the "real me"...
Fran enjoys bicycling, golfing and skiing in his free time. He and his wife, Liz, are proud parents of three daughters; Clare, Carrie and Maddy.
Fran loves to travel. He’s been to the Rocky Mountains in Colorado, the Golden Gate City of San Francisco, the bustling streets of New York City and numerous breathtaking National Parks including Yosemite, Sequoia, White Sands, Carlsbad Caverns and the Grand Canyon. Fran has been all over the states, but eventually he would like to expand his adventure across the international seas.
Something you may not know about Fran:
With all of his travels, Fran has learned that sometimes the world can be a surprisingly small place. Fran met his wife in Washington, D.C. and later found out that the two families knew each other. Their wedding was a large family reunion!
Additionally, for about five years, Fran was Vice-Chair, Treasurer and Board member of the Rochester Area Crime Stoppers. He paid the reward fee to those whose anonymous case-solving tips helped law enforcement solve crimes. He was keeping the streets safe one check at a time!