Leslie T. Beck,  CFP<sup>&reg;</sup> - Financial Advisor

Leslie T. Beck, CFP®

MBA

Principal

Compass Wealth Management LLC

9 Lincoln Ave, Ground Floor
Rutherford, NJ 07070
FINANCIAL ADVISOR'S WEBSITE
(201) 933-1790 CONNECT WITH Leslie
  • linkedin link

General

Leslie Beck is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Compass Wealth Management LLC in Rutherford, NJ and the surrounding communities.

Financial Advisor Overview

We focus on your life.  Our approach is to build a trusting relationship in which we help you identify what is truly important to you.  Together we make financial decisions that embrace and nurture those values and their financial requirements.  Our purpose is to help you connect your money, your values, and your life.
 
Compass Wealth Management LLC is an independent, fee-based investment and advisory firm.  We address each aspect of your financial life and outline the steps necessary for achieving financial independence.  We use a comprehensive approach, combining a high degree of personal attention, professionalism, and technical expertise to address your individual concerns.
 
Our ability to truly listen, to understand your values and concerns, and to incorporate them into your financial plan is what sets us apart.  Our education, training, and professional credentials make us uniquely qualified to address your financial planning needs.

 

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance: NJ
  • Health/disability insurance: NJ
  • Fixed annuities: NJ
  • Variable annuities: NJ

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Advisory services offered through Strategic Blueprint, LLC and Compass Wealth Management LLC. Financial planning offered by Compass Wealth Management LLC. Securities services offered through the Strategic Financial Alliance, Inc. (SFA), member FINRA, SIPC. Supervising office at 678-954-4000. Leslie Beck is an investment adviser representative of Strategic Blueprint, LLC and a registered representative of SFA. Strategic Blueprint, LLC and SFA are affiliated through common ownership but otherwise unaffiliated with Compass Wealth Management.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Identity Theft, Job Loss, Insurance, Life Planning, Startup, Retirement, Stocks & Bonds, Succession Planning, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources