Our Team

Steven Leshner MBA, ChFC, AEF, AIF - President

Steven is an Accredited Investment Fiduciary (AIF) and through LPL Financial is one of fewer than 300 advisors accepted into the Retirement Plan Consulting Program as of September 2011. This program provides a framework for the review of all processes and materials used for qualified plans. He was the host of his own radio show, Money & Things That Matter, in 2002 & 2003.

Steven is active in professional organizations and has written several articles for publication.

  • 2000 President, Philadelphia Estate Planning Council (PEPC)
  • 2003 President, Philadelphia Chapter National Association of Insurance & Financial Professionals
  • 2005 Article, PEPC Winter Newsletter
  • 2007 Article, Journal of Retirement Planning August Issue
    Article, Life Insurance Selling Magazine November Issue
  • 2008 Article, Advisor Today Magazine August Issue

Steven holds Series 6, 7, 22, 24, 63 registrations through LPL Financial and Life & Health licenses.