Robert K. Leitner, CFP^®

Financial Advisory Network

6 Old Ln
Scarsdale, NY 10583

(914) 725-8790 CONNECT WITH Robert

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

General

Robert Leitner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Advisory Network in Scarsdale, NY and the surrounding communities.

Financial Advisor Overview

When you're going through a significant life change, having an advisor who is familiar with the challenges that accompany transition is invaluable. As a Certified Financial Planner™, I specialize in transition planning. I help people manage the financial transitions that often accompany life changes, including retirement, loss of a spouse, divorce, major career changes and the sale of a business.

Financial Advisor Experience

For the last 30 years, Robert has provided his clients with thoughtful, expert financial advice, guiding them toward their financial goals. Robert currently sits on the Board of Directors of the Westchester Estate Planning Council and Co-Chairs the Elder Law/Economic Security Council in Westchester. He also is a member of the Senior Law Day Committee. Committed to financial education and literacy, Mr. Leitner has taught adult education courses on Retirement Distributions at Purchase College. He is a member of the Financial Planning Association.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Insurance, Job Loss, Retirement, Long-term Care, Sudden Wealth, Men's Finances, Women's Finances