Leslie Streitfeld

Background

About Leslie Streitfeld

I began my financial services career more than 30 years ago, working in the Personal Financial Planning and Employee Benefits markets. Over the years, my practice has evolved and is now focused primarily in the areas of High Net-Worth Estate, Business Succession, Executive Compensation and Employee Benefit Planning. These types of plans typically involve the use of various types of Individual and Group Life, Disability, Long Term Care and Health Insurance products and a wide range of Investment Vehicles, with which I have developed a great deal of experience and expertise. I take great pride in being able to break down the complexities of each of these financial disciplines and products such that my clients are able to make sense of their options and therefore are better positioned to implement a plan that is right for them. I believe that, while there is no such thing as a perfect plan, our process will enable my clients to implement a plan that is perfect for them. I maintain the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Estate Planner (CEP), Life Underwriters Training Council Fellow (LUTCF), Retirement Income Certified Professional (RICP), Chartered Special Needs Consultant (ChSNC), Certified Plan Fiduciary Advisor (CPFA) and Registered Financial Consultant (RFC) designations