About Us


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