Leslie Goldstein

CEO in Park Ridge, Illinois

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With a career spanning over 35 years in the financial services industry, Leslie “Les” Goldstein is a licensed investment professional through Securities America Corporation. In 1996, Leslie “Les” Goldstein established Personal Financial Strategies, Inc., an independent financial services firm that provides advisory solutions through Securities America Advisors, Inc. As the chief investment officer of the company, he oversees the firm's projects and provides strategic investment advice to high-net-worth families. He works closely with clients to identify their financial goals and create retirement plans that fit their desired lifestyle.

A former vice president of a major investment firm, Mr. Goldstein holds himself and his team accountable for providing the best possible investment advice to their clients without relying on certain types of investments or the potential amount of commissions or fees earned. An active member of the professional community, he is a former member of the Financial Planning Association and also the Million Dollar Roundtable. He has participated in Smart Money conferences and lectured about retirement and financial planning at several colleges in Chicago. He is a member of the board of directors of the Always Giving Back Foundation, and has raised funds to help family members who suffer from neuromuscular diseases.

  • Education
    • University of Illinois at Champaign Urbana
    • Indiana University