About Us

Experience

Clients have trusted Robert Leitner's financial advice for more than 30 years, and with good reason. His qualifications are exceptional. His education, professional credentials, and industry recognition include:

  • Certified Financial Planner®
  • Registered Investment Advisor
  • Board of Directors, Estate Planning Council of Westchester
  • Co-Chair Elder Law/Economic Security Collaborative
  • Adjunct professor, Purchase College
  • 5-star rating by the Paladin Registry
  • Financial Planning Association, member