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Steven Leshner

Steven Leshner

Owner/President

Followers of Steven Leshner490 followers
location of Steven LeshnerJenkintown, Pennsylvania, United States

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  • Timeline

  • About me

    Owner/President at Commonwealth Investment Management Group, LLC

  • Education

    • American College

      -
      ChFC Chartered Life Underwriter

    • Temple University

      -
      Master of Business Administration (MBA)

  • Experience

    • Commonwealth Investment Management Group, LLC

      Sept 1973 - now
      Owner/President

      Financial success is not an accident. The process for wealth accumulation requires good decision making, discipline, guidance, and patience. I work with clients to manage their accounts with deference to risk tolerance and stated goals. We moniter, rebalance and guide investment accounts.

  • Licenses & Certifications

    • Registered Fiduciary

      DALBAR
      Oct 2011

    • AIF

      Center for Fiduciary Studies
      Dec 2007

    • Accredited Estate Planner

      National Association of Estate Planning and Council
      Aug 1998