Why Use This Tool?

FPA PlannerSearch Participants:

Are FPA members in good standing
Are CERTIFIED FINANCIAL PLANNER™ professionals
An RIA or bank affiliate
Adhere to FPA's Code of Ethics
Abide by the FPA Standard of Care

Home > Financial Planner Directory > New York > Scarsdale > Robert K. Leitner, CFP®

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

Saved Planners (0)

Robert K. Leitner, CFP®

Financial Advisory Network

6 Old Ln
Scarsdale, NY 10583
Phone: (914) 725-8790
Fax: (914) 725-8540

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties

Comprehensive Financial Planning
Asset Allocation
Estate Planning
Investment Management
Employee Benefits
Insurance
Retirement
Long-term Care

About My Practice

My practice specializes in wealth management with an emphasis on transitional planning.

This includes people who are retiring, selling their business, widows and divorcees.

Experience

N/A

Registrations, Licenses, Certifications & Affiliations

Insurance Licenses

Life insurance: New York, Health/disability insurance: New York, Fixed annuities: New York

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

How Planner Charges

N/A