Leif PettersenWealth Advisor

Leif brings over 15 years of experience working in the financial services industry with a focus on helping to simplify complex financial decisions for our clients.  He proactively assists clients through the Financial Life Planning Process, enabling them to identify their goals and objectives while also encouraging them to take action to make their goals a reality. As a Wealth Planning Specialist, Leif provides in depth analysis and portfolio analytics for clients during the financial planning process.

Leif is a graduate of Monmouth University with a Bachelor of Arts degree in Business/Economics. He subsequently earned the professional designation of Chartered Retirement Planning Counselor (CRPC®) from The College for Financial Planning and as well as the Certified Divorce Financial Analyst (CDFA®) designation from The Institute for Divorce Financial Analysts.  In addition, Leif also holds Series 7 & 66 securities registrations with LPL Financial.  Born in Staten Island and raised in West Allenhurst, Leif resides there with his wife, Judith and their son Leif. In his free time, Leif is an active fisherman, enjoying fly tying, fly fishing and cooking.