Lenny has a true passion for helping people achieve and protect their financial goals and dreams, and always seeks to empower his clients with his knowledge and expertise so that they may have comfort and peace of mind in their financial decisions. Whether it is a business owner, physician, executive, young family or someone who is nearing or in retirement, Lenny believes every client is unique and deserves one on one attention. Every step of the way, he asks himself what he would suggest if it was his parents or best friends sitting in front of him, and that is what his recommendations are based on with every client. He works closely with his clients to develop a personalized strategy that addresses today’s needs, all while protecting tomorrow’s goals.
Prior to becoming an advisor, he was an owner of a manufacturing company. Lenny considers himself a businessman who provides financial strategies to his clients. Lenny graduated from the University of Florida with a finance degree. He is a certified long-term care planner CLTC®.
Lenny is a qualifying member of the Million Dollar Round Table (MDRT). Founded in 1927, the Million Dollar Round Table (MDRT) is the Premier Association of Financial Professionals® of the top 1% of all advisors.
Additionally, he is also authorized to offer AARP solutions. In 2016 Lenny was awarded the Ben Feldman Life Award for Excellence. He’s also member of the National Association of Insurance and Financial Advisors (NAIFA).
Lenny enjoys speaking to large and small groups on topics such as retirement planning, tax efficient strategies, and charitable giving strategies. He is a frequent contributor to various publications and you can read some of his articles online.
When he’s not at work, Lenny enjoys serving the community as a volunteer of the Children’s Bereavement Center and the Jewish Federation of South Palm Beach county, where he is a member of the Professional Advisory Committee. He also enjoys playing pickleball, traveling and spending time with his wife, Karen. They have quite a large family, that he is extremely proud of his four sons, three daughters-in-laws and five granddaughters.
