About Leslie Goldstein
- The BlogSeptember 1, 2021 · FishingRead more...Leslie "Les" Goldstein has been the CEO of Personal Financial Strategies, Inc, a financial...September 24, 2020 · Airport SecurityRead more...Arete Wealth Management-licensed broker and advisor Leslie “Les” Goldstein possesses more than...March 28, 2020 · Genetic disorderRead more...An affiliate of Securities America and the Securities Investor Protection Corporation, Chicago...
Securities America-Licensed Financial Planning
Maintaining a Securities America, Inc., license, Leslie “Les” Goldstein guides Personal Financial Strategies, Inc., as president and founder. Serving clients throughout the Chicagoland area for over 23 years, Leslie “Les” Goldstein and his Securities America-licensed colleagues emphasize a client-driven approach to ensuring that financial futures are comfortable and secure.
A fundamental component of Mr. Goldstein’s investment advisory approach involves developing a personal retirement action plan (P-RAP) for each client served. Preserving and judiciously expanding nest eggs, the P-RAP involves a careful evaluation of budget, timeline, and risk tolerance. The result is a custom plan that effectively reduces costs and identifies legacy-building opportunities. These range from charitable giving pathways to long-term care protection strategies.
Mr. Goldstein holds bachelor’s degrees in economics and Russian language and literature from Indiana University. He had the opportunity to live and study in St. Petersburg and Moscow in the late 1970s as part of a cultural exchange program, and later completed an MBA at the University of Illinois at Champaign Urbana.Experience
Personal Financial Strategies, Inc.
CEO
Jun 1, 1996 - Present
Education
University of Illinois at Champaign Urbana
MBA (1982 - 1984)
Business
Indiana University
BA (1977 - 1981)
Economics
Indiana University
BA (1977 - 1982)
Russian Language and Literature
Leslie Goldstein © 2019