Leslie T. Beck, CFP<sup>&reg;</sup> - Financial Advisor

Leslie T. Beck, CFP®

MBA

Principal

Compass Wealth Management LLC

9 Lincoln Ave, Ground Floor
Rutherford, NJ 07070
FINANCIAL ADVISOR'S WEBSITE
(201) 933-1790 CONNECT WITH Leslie
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General

Leslie Beck is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Compass Wealth Management LLC in Rutherford, NJ and the surrounding communities.

Financial Advisor Overview

We focus on your life.  Our approach is to build a trusting relationship in which we help you identify what is truly important to you.  Together we make financial decisions that embrace and nurture those values and their financial requirements.  Our purpose is to help you connect your money, your values, and your life.
 
Compass Wealth Management LLC is an independent, fee-based investment and advisory firm.  We address each aspect of your financial life and outline the steps necessary for achieving financial independence.  We use a comprehensive approach, combining a high degree of personal attention, professionalism, and technical expertise to address your individual concerns.
 
Our ability to truly listen, to understand your values and concerns, and to incorporate them into your financial plan is what sets us apart.  Our education, training, and professional credentials make us uniquely qualified to address your financial planning needs.

 

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Financial Advisor Experience

When selecting your advisor, there are a lot of boxes you want to tick. We believe that… ? You’ll want a partner who has deep institutional knowledge from years of experience. ? You’ll want to know that the advice you receive will be objective and specific to you as an individual. ? You’ll want to connect, both professionally and personally with your financial advisor. ? You’ll want to align yourself with a partner you can really trust. To that end, you should know what we stand for… Our Philosophy We believe that a life worth living is one in which we have a vision of what is important to us and what we value…. That money is a means, not an end…It is only one currency among many, including our time, our creativity, our health and our energy. These resources are our assets. They should be invested and spent on what is truly important to us. This is our idea of true wealth management.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Advisory services offered through Strategic Blueprint, LLC and Compass Wealth Management LLC. Financial planning offered by Compass Wealth Management LLC. Compass Wealth Management LLC is otherwise unaffiliated with Strategic Blueprint, LLC. Supervising office: 678-954-4130.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Identity Theft, Job Loss, Insurance, Life Planning, Startup, Retirement, Stocks & Bonds, Succession Planning, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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