Broker Check
Leo A. Gotleib, CFP®

Leo A. Gotleib, CFP®

CEO

 

 

Leo is a graduate of Monmouth University, where he earned a bachelor's degree in business administration, before entering financial services in 1983. He has stayed current in his profession by earning and maintaining the designation of CERTIFIED FINANCIAL PLANNER™ certificant. He also belongs to the Financial Planners Association and shares his knowledge through weekly retirement seminars, as well as through articles written for such publications as Medical Economics, Mutual Fund Magazine and for various local newspapers.

"I began my career in 1984 directly out of college. At that time financial planning was the up and coming profession. It was however, unregulated and undefined. I was fortunate to be part of a firm that was pioneering a path leading to what financial planning is today. My years of experience enabled me to understand the most important ingredient to being a successful financial planner. This is the relationship between us and our clients. In every situation, we want our clients to understand why we are making certain recommendations and how they may benefit. We strive for partnerships that will enhance our clients' lives."

Outside of the office, I enjoy boating, golfing, exercising and spending time with my wife, Mindy, and our three children.

Leo Gotleib is a Registered Representative of Kestra IS. Gotleib & Associates, LLC and Kestra IS are not affiliated.