About Us

Robert Leitner, CFP®, Registered Investment Advisor

For more than 30 years, Robert Leitner has been helping clients with important decisions about their plans for the future. He provides thoughtful, straightforward financial advice and solutions that help clients prepare for and protect against the financial challenges they may encounter.

Robert is an expert in both investments and financial planning. His clear, easy-to-understand explanations of financial concepts, products, and services help simplify the planning process, as he works with clients to develop individualized financial strategies. Robert’s helps clients: