Find the Certified Financial Planner™
Who's right for you.

Leslie T. Beck, CFP®, MBA

Compass Wealth Management LLC

55 Burnett Terr
Maplewood, NJ 07040
Phone: (973) 763-0766
Fax: (973) 763-6330

Household Income Minimum: $70,000
Investable Asset Minimum: $50,000

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Life Planning
  • Retirement
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

Considerations: Primarily fee-based

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.