Leslie Beck, Cfp®️

Leslie Beck, Cfp®️ Email and Phone Number

Life's a Journey - Make it a Good One! @
Leslie Beck, Cfp®️'s Location
Rutherford, New Jersey, United States, United States
Leslie Beck, Cfp®️'s Contact Details

Leslie Beck, Cfp®️ work email

Leslie Beck, Cfp®️ personal email

n/a

Leslie Beck, Cfp®️ phone numbers

About Leslie Beck, Cfp®️

"Life's a Journey - Make it a Good One" Advisory services offered through Strategic Blueprint, LLC and Compass Wealth Management LLC. Financial planning offered by Compass Wealth Management LLC. Supervising office at 678-954-4130. Leslie Beck is an investment adviser representative of Compass Wealth Management LLC and Strategic Blueprint, LLC. Strategic Blueprint, LLC is otherwise unaffiliated with Compass Wealth Management.We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns specific to their situation, please contact our office directly. Do not post any personal, account, or transaction information anywhere on this site. Any opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Blueprint LLC, its officers, directors, employees or associated persons.

Leslie Beck, Cfp®️'s Current Company Details
Compass Wealth Management LLC

Compass Wealth Management Llc

Life's a Journey - Make it a Good One!
Leslie Beck, Cfp®️ Work Experience Details
  • Compass Wealth Management Llc
    Principal And Owner
    Compass Wealth Management Llc 2005 - Present
    Founding PartnerCertified Financial Planner certificant
  • William Paterson University
    Adjunct Professor
    William Paterson University Sep 2013 - May 2017
    Wayne, Nj, Us
    View
  • Bloomfield College
    Adjunct Professor
    Bloomfield College Sep 2015 - May 2016
    Bloomfield, New Jersey, Us
    View
  • Argent Fund Management
    Managing Director
    Argent Fund Management 1997 - 1997
  • Prudential Securities
    Marketing Director, Capital Markets Group
    Prudential Securities 1993 - 1996
    San Francisco, California, Us
    Worked in both New York headquarters and London England office
    View
  • Prudential Securities
    Vice President And Assistant To The President
    Prudential Securities 1992 - 1993
    San Francisco, California, Us
    View
  • Prudential Financial
    Vice President And Asst Treasurer
    Prudential Financial 1990 - 1992
    Newark, New Jersey, Us
    View

Leslie Beck, Cfp®️ Skills

Certified Financial Planner Investment Advisory Financial Advisory Retirement Planning Wealth Management Strategic Financial Planning Investments Estate Planning Retirement Asset Managment Series 7 Portfolio Management Asset Allocation Mutual Funds Investment Strategies Investment Management Alternative Investments Financial Planners Securities Financial Services Finance Management Insurance

Leslie Beck, Cfp®️ Education Details

  • Fairleigh Dickinson University-Metropolitan Campus
    Fairleigh Dickinson University-Metropolitan Campus
    Finance
  • William & Mary
    William & Mary
    English And Psychology

Frequently Asked Questions about Leslie Beck, Cfp®️

What company does Leslie Beck, Cfp®️ work for?

Leslie Beck, Cfp®️ works for Compass Wealth Management Llc

What is Leslie Beck, Cfp®️'s role at the current company?

Leslie Beck, Cfp®️'s current role is Life's a Journey - Make it a Good One!.

What is Leslie Beck, Cfp®️'s email address?

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What is Leslie Beck, Cfp®️'s direct phone number?

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What schools did Leslie Beck, Cfp®️ attend?

Leslie Beck, Cfp®️ attended Fairleigh Dickinson University-Metropolitan Campus, William & Mary.

What skills is Leslie Beck, Cfp®️ known for?

Leslie Beck, Cfp®️ has skills like Certified Financial Planner, Investment Advisory, Financial Advisory, Retirement Planning, Wealth Management, Strategic Financial Planning, Investments, Estate Planning, Retirement, Asset Managment, Series 7, Portfolio Management.

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