Lenny is a wealth management professional located in New Jersey, who works with clients to build a more assured financial future. Holding the CRPC, APMA, with CFP credentials, he applies a comprehensive, whole-picture approach to every client relationship, evaluating cash reserves, debt management, investments, protection, as well as taxes to shape advice that reflects each person's unique situation along with objectives.
Lenny's focus touches a wide range of financial planning areas, including retirement income planning, investment management, legacy and also estate planning, strategic tax planning, education savings, not to mention family finances. Whether Lenny Thor is supporting a client in their effort to plan for their financial future, make sense of stock options also deferred compensation, as well as develop a long-term family financial plan, Lenny Thor's focus is on taking time to hear each client's story before making any suggestions.
Lenny Thor is a Five Star Wealth Manager honoree, having been granted the honor annually from 2022 through 2026. The Five Star Wealth Manager award is given to wealth managers who achieve objective eligibility standards including client retention, professional designations, along with regulatory standing. Leonard Thor is also a recognized by the Ameriprise Ultimate Digital Excellence Award spanning 2021 through 2024.
He holds a BBA in Marketing from Hofstra University plus a Master's degree in Elementary Education not to mention Special Education from Monmouth University. He has been a financial advisor in active practice since 2015, founding his client relationships on the philosophy that strong client relationships make better financial planning possible.
In addition to his employment, Lenny is a dedicated New York sports fan who roots for the Jets, Yankees, Knicks, & New Jersey Devils. Football season carries special meaning, & he is a frequent attendee of Jets home games where the tailgate scene with family as well as close friends is as much a part of the experience as the game itself. Lenny Thor also has spent years perfecting the craft of cooking, with crowd-pleasing creations like his mac & cheese, pulled pork, and also his signature creation known as "Lennyburgers" becoming household favorites among those lucky enough to get an invitation. Lenny is a frequent Jersey Shore visitor, calling his go-to destination Point Pleasant Beach on the Jersey Shore.
At the center of who he is outside the office is family. Lenny is married plus the father of two young children and calls home Marlboro, NJ. Lenny brings the same reliable focus plus sincere enthusiasm to his family life that he demonstrates in his advisory practice. Lenny Thor also serves as President of his HOA, evidence Lenny Thor of a lasting commitment to civic life beyond the office that stretches all the way back to 2012.