Leslie Streitfeld

Financial Advisor at RubinGoldman and Associates
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Contact Information
us****@****om
(386) 825-5501
Location
Cherry Hill, New Jersey, United States, JE
Skills

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Credentials

  • Certified Plan Fiduciary Advisor
    National Association of Plan Advisors
    Jun, 2023
    - Sep, 2024
  • ChSNC
    The American College
    Sep, 2021
    - Sep, 2024
  • RICP
    The American College of Financial Services
    Oct, 2019
    - Sep, 2024
  • Registered Financial Consultant (RFC)
    International Association of Registered Financial Consultants
    Feb, 2007
    - Sep, 2024
  • Certified Estate Planner (CEP)
    The American Academy of Estate Planners
    Jan, 2004
    - Sep, 2024
  • Certified Estate Planner (CEP)
    National Institute of Certified Estate Planners
    Nov, 2002
    - Sep, 2024
  • Chartered Financial Consultant (ChFC)
    The American College
    Aug, 2001
    - Sep, 2024
  • Chartered Life Underwriter (CLU)
    The American College
    May, 2001
    - Sep, 2024
  • Life Underwriter Training Council Fellow (LUTCF)
    NAIFA
    Sep, 1995
    - Sep, 2024
  • Securities Licenses Series: 6, 63, 66, 7
    Financial Industry Regulatory Authority (FINRA)
    Jan, 1991
    - Sep, 2024

Experience

  • RubinGoldman and Associates
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Oct 2013 - Present

      I specialize in the creation, implementation and servicing of holistic Estate, Business Succession and Employee Benefit Plans. My clients know me as a doer and a problem solver. My goal with every client is to become an integral part of their family and business because to me, it's not business, it's personal. Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d. CA Insurance Lic # 0H53409 I specialize in the creation, implementation and servicing of holistic Estate, Business Succession and Employee Benefit Plans. My clients know me as a doer and a problem solver. My goal with every client is to become an integral part of their family and business because to me, it's not business, it's personal. Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d. CA Insurance Lic # 0H53409

  • International Planning Alliance, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Representative
      • Mar 2004 - Oct 2013

      Financial Representative and Registered Representative Financial Representative and Registered Representative

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Representative & Registered Representative
      • Dec 1999 - Mar 2004

      Financial Representative and Registered Representative. Agency Investment Specialist. Financial Representative and Registered Representative. Agency Investment Specialist.

  • Minnesota Life
    • United States
    • Financial Representative & Registered Representative
      • Nov 1998 - Dec 1999

      Financial Representative and Registered Representative. Agency Manager. Financial Representative and Registered Representative. Agency Manager.

  • Wharton Financial Group
    • Financial Services Representative
      • Apr 1995 - Nov 1998

      Financial Representative Financial Representative

  • Security Mutual Life Insurance Company of New York
    • United States
    • Insurance
    • 200 - 300 Employee
    • Financial Representative
      • Apr 1995 - Nov 1998

      Financial Representative. Financial Representative.

  • MassMutual Financial Group
    • United States
    • Investment Management
    • Financial Representative & Registered Representative
      • Sep 1994 - May 1995

      Financial Representative and Registered Representative Financial Representative and Registered Representative

  • Prudential Financial
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Representative & Registered Representative
      • Jul 1991 - Sep 1994

      Financial Representative and Registered Representative Financial Representative and Registered Representative

Education

  • The American College
    Certified Life Underwriter (CLU), Chartered Financial Consultant (ChFC)
    1995 - 1996
  • Temple University
    Advertising and Public Relations
    1975 - 1978
  • George Washington High School
    High School
    1969 - 1975
  • The American College of Financial Services
    RICP
    2020 -

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