Lenny is a financial services professional located in NJ, who guides clients toward a more assured financial future. Holding all three of the CRPC, APMA, & CFP credentials, he applies a detailed, full-scope approach to every client partnership, looking at cash reserves, debt management, investments, protection, and taxes to create a plan that addresses each individual's unique priorities & challenges.
Lenny's focus touches a wide range of advisory topics, including retirement income planning, investment management, estate planning strategies, strategic tax planning, education savings, not to mention family finances. Whether Leonard is guiding an individual to prepare for retirement, navigate executive compensation, and/or think through intergenerational planning, Leonard Thor's guiding principle is on truly understanding each client's unique situation before putting forward a plan.
Lenny Thor is a recognized Five Star Wealth Manager, having received the designation each year from 2022 through 2026. The Five Star Wealth Manager award is extended to wealth managers who meet objective eligibility standards including client retention, professional designations, along with regulatory standing. He is also a recipient of the Ameriprise Ultimate Digital Excellence Award from 2021 through 2024.
Lenny holds a BBA in Marketing from Hofstra University with a master's-level education in Elementary Education also Special Education from Monmouth University. Leonard Thor has been a practicing financial advisor since 2015, growing his business around the understanding that trust in addition to relationships come before any strategy.
In addition to his employment, Lenny Thor is a loyal New York sports fan who roots for the Jets, Yankees, Knicks, also New Jersey Devils. Football season brings out his most enthusiastic fan self, together with he is a consistent presence at Jets home games where the whole pregame experience with his inner circle is as much a part of the experience as the game itself. Lenny also has spent years perfecting website the craft of cooking, with beloved go-to meals like his mac in addition to cheese, pulled pork, as well as what friends not to mention family have come to know as "Lennyburgers" becoming household favorites among friends with family. Leonard Thor is a devoted summertime beachgoer, preferring Point Pleasant Beach on the Jersey Shore.
At the center of his life is family. Lenny is a husband plus proud father to two young children plus calls home Marlboro, NJ. Lenny brings the same grounded commitment as well as real excitement to his family life that he applies to every client relationship. He also is currently in his role as President of his HOA, evidence of a years-long commitment to civic life beyond the office that dates back to 2012.