Lenny is a personal finance advisor serving clients from Metuchen, NJ, who helps clients achieve a more assured financial future. Holding all three of the CFP, CRPC, plus APMA industry certifications, he provides a complete, holistic approach to every client interaction, examining cash reserves, debt management, investments, protection, in addit… Read More


Lenny is a personal finance advisor based in Metuchen, NJ, who helps clients achieve a more secure financial future. Earning the APMA, CFP, as well as CRPC credentials, he brings a broad, integrated approach to every client partnership, assessing cash reserves, debt management, investments, protection, not to mention taxes to build a strategy th… Read More