Lenny is a financial advisor based in Metuchen, NJ, who supports clients in building a more confident financial future. Earning the APMA, CRPC, & CFP certifications, he applies a detailed, full-scope approach to every client connection, examining cash reserves, debt management, investments, protection, in addition to taxes to craft recommendatio… Read More


Lenny is a personal finance advisor serving clients from New Jersey, who helps clients achieve a more empowered financial future. Holding the APMA, CRPC, in addition to CFP designations, he applies a thorough, big-picture approach to every client engagement, examining cash reserves, debt management, investments, protection, not to mention taxes … Read More