Lenny is a wealth management professional located in NJ, who guides clients toward a more certain financial future. Holding the CFP, CRPC, in addition to APMA industry certifications, he brings a comprehensive, whole-picture approach to every client interaction, examining cash reserves, debt management, investments, protection, not to mention taxes to create a plan that fits each client's unique financial picture with personal goals.
Leonard Thor's practice covers a wide range of planning disciplines, including retirement income planning, investment management, estate planning considerations, tax planning strategies, education savings, as well as family finances. Whether Lenny is helping someone lay the groundwork for retirement, manage executive benefit packages, as well as think through intergenerational planning, Lenny's guiding principle is on understanding the full picture before offering advice before providing guidance.
Lenny is a recipient of the Five Star Wealth Manager award, having secured the award consecutively from 2022 through 2026. The Five Star Wealth Manager award is awarded to wealth managers who fulfill objective eligibility criteria including client retention, professional designations, & regulatory standing. Lenny Thor is also a recipient of the Ameriprise Ultimate Digital Excellence Award for the period of 2021 through 2024.
Lenny more info Thor was awarded a BBA in Marketing from Hofstra University and also a master's-level education in Elementary Education and Special Education from Monmouth University. Leonard Thor has been a licensed financial advisor since 2015, developing his approach around the understanding that real relationships are the foundation of sound financial advice.
Outside of work, Leonard Thor is a passionate New York sports fan who keeps up with the Jets, Yankees, Knicks, along with New Jersey Devils. Football season takes center stage in his fall calendar, as well as he is a devoted follower of Jets home games where pre-game gatherings with the people Leonard loves is as much a part of the experience as the game itself. Lenny also has spent years perfecting the craft of cooking, with crowd-pleasing creations like his mac together with cheese, pulled pork, together with what he calls "Lennyburgers" earning a loyal following among those lucky enough to get an invitation. Leonard Thor is a frequent Jersey Shore visitor, preferring Point Pleasant Beach on the Jersey Shore.
At the core of it all is family. Lenny Thor is married not to mention the father of two young children in addition to has put down roots in Marlboro New Jersey. Lenny brings the same steadiness along with genuine enthusiasm to his family life that he demonstrates in his advisory practice. He also is currently in his role as President of his homeowners association, demonstrating a years-long commitment to the neighborhood Lenny calls home that began in 2012.