Lance Leimberg is dedicated to helping clients find solutions to complex financial challenges. By taking a long-term approach to financial planning, Lance can help you prepare for your future by considering your personal goals, objectives and risk tolerance. As part of a team of experienced financial professionals, Lance is committed to establishing long term client relationships and providing you with up-to-date information regarding retirement income strategies, as well as estate planning and preservation so you can make informed decisions for your financial future.
A graduate of Lafayette College with a Bachelor of Arts degree in Economics and Business, Lance is also the co-founder of the Financial Second Opinion™ program, a trademarked process that helps people that are going through life changes. Lance earned the CERTIFIED FINANCIAL PLANNER™ certification, which is obtained after a rigorous two day exam covering the financial planning process, tax planning, employee benefits and retirement planning, estate planning, wealth management and insurance. A strong believer in education, Lance also earned the Chartered Retirement Planning Counselor (CRPC®) professional designation. This course of study helps him plan for the changing needs of retirees and the unique challenges they face.
Along with his colleagues, Lance brings a team approach and quality service for you and your family. His ongoing commitment to education allows him to help you toward your personal goals through creative solutions and strategies.
Lance was listed in New Jersey Monthly as a Five Star Wealth Manager.