Dan Leskowitz

Dan grew up in Edison New Jersey and attended CUNY Queens College in Flushing, NY graduating Magna Cum Laude in 2014 with a double major in Corporate Finance and Economics. After college, Dan worked at Barclays Investment Bank and Morgan Stanley where he supported the Treasury and Derivatives trading desks as part of their Finance team.

Utilizing his analytical approach and passion for personal finance, he assists our advisors with complex issues such as cashflow planning and asset allocation strategies to best meet each client's goals and objectives.

Dan holds the FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law). Dan is also on his way to completing the CERTIFIED FINANCIAL PLANNER™ (CFP) designation. He is a Registered Staff Member with Commonwealth Financial Network®.

Dan met his wife Rachel during college and currently live in Fair Lawn NJ with their two children, Emily and Gavi. In his free time, Dan enjoys running, baseball, and golf. Dan is also a volunteer for Project Ezrah where he provides financial coaching to families going through difficult times.