Robert M. Leshnak, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Robert M. Leshnak, Jr. CFP®

CLU ChFC MS EA

Registered Principal

Leshnak Wealth

7182 Liberty Centre Drive, Unit I
West Chester, OH 45069
FINANCIAL ADVISOR'S WEBSITE
(888) 223-7242
(513) 779-3777

General

Robert Leshnak is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Leshnak Wealth in West Chester, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 51, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - MPAS, EA

Insurance Licenses

  • Life insurance: OH, KY, FL, GA
  • Health/disability insurance: OH, KY
  • Fixed annuities: OH, KY, FL, GA
  • Variable annuities: OH, KY, FL, GA

Broker-Dealer Affiliation

FSC Securities Corp.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Insurance, Life Planning, Retirement, Succession Planning, Long-term Care, Sudden Wealth, Personal Taxes

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