Group Plan Manager – Lenny works with our growing network of Business Clients to develop, administer and manage a wide range of group retirement plans including, 401(k) retirement plans, 403(b) retirement plans, Defined Benefit/Cash Balance Pension Plans. Our retirement plan services are unique because we place our firm at the core of the plan, communicating and interacting not just with the plan sponsor, but also the plan participants, third party administrator and investment platform provider.
Private Client Group – Lenny also works with individual clients and families to develop, implement and manage a complete Wealth Management Plan. This plan is developed to ensure that all aspects of a client’s financial picture are tied to specific goals and objectives. Components of the plan include insurance, retirement and estate planning, portfolio development, asset allocation, income generation, and investment management.
Lenny joined Lifestyle Portfolios/SB Wealth Strategies in 2007 with more than 18 years of experience in investment management, corporate finance and capital markets. His broad professional experience includes business valuation, financial analysis, corporate debt restructuring, transaction based lending, private equity, public sector debt compliance, internal audit, small business lending, acquisition due diligence and strategic planning. Lenny is a graduate of the University of Arizona's Eller School of Business. He is a CFA Charterholder.
Lenny and his family currently reside in San Clemente, CA. He is very involved with local youth athletics and a proud father of four.
Series 7 - General Securities Representative
Series 66 - Uniform Combined State Law & Uniform Investment Advisor Law
CA Insurance License #0G56961 - Life, Health & Variable Contracts
CA Real Estate License #01389037
Member - KPMG Alumni Network
Member - Orange County Chapter of the University of Arizona Alumni Association
Member CFA Society Orange County