Barry Cohen
Sr. Wealth Advisor
Melville, New York
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Sourced professional profile
Todd Cesca
Sr. Wealth Advisor
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Todd Cesca works with individuals and nonprofit organizations from Kennebunk, Maine. His specialties include retirement income, family wealth and transitions after a spouse’s death. He joined Mercer Advisors through Charter Oak Capital Management in 2026, bringing a structured approach to defining goals, implementing plans and reviewing progress.
View professional sourceBefore your first conversation.
- Areas of focus
- Retirement planning · Multigenerational planning · Widowhood · Nonprofit organizations
- Credentials recorded in sources
- MPA, CRPC®
- Investment minimum
- Confirm directly with the firm.
- Fees & compensation
- Request the current fee schedule and compensation disclosures.
- Email source checked
- 2026-09-16 · Published in the linked professional biography.
- Contact verification
- Confirm current details before relying on this listing.
- Portrait source
- Photo matched to official biography · 2026-09-16
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01Which services do you offer for someone with my goals?
02How do your fees and other compensation work?
03Who will I work with, and how often will we meet?
MA
Mercer Advisors
8 listed professionals
Mercer Advisors coordinates financial planning, investment management, tax, estate, insurance and trust services through an integrated advisory team across a national office network.
Firm contact888-920-1320 (New client enquiries)
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Professional sources reviewed 2026-09-16. Location: Official biography office. Listing does not imply participation, endorsement, or availability for new clients.
Portrait from the linked professional or editorial source. Rights remain with the original owner.
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