Leslie Strebel, CLTC

I am 49 years of age. My husband, Paul, and I have been married for 25 years. We have a 20 year old daughter named Debra.

PROFESSIONAL DESIGNATIONS:

Certified Long-Term Care Consultant
Senior Certified E-Myth Consultant

EXPERIENCE:

I have been practicing as a financial advisor since 1984. My background includes working for a prominent financial services company in a District Manager position. My duties included the management and training of representatives in the areas of business and personal finance. In company training programs, I taught a broad range of subjects including estate planning strategies, buy-sell arrangements and charitable giving techniques.

Today, I create comprehensive financial plans for individual clients and couples, who wish to implement strategies for reaching goals in the areas of retirement, education, estate tax, income tax, risk management and investments. I also work extensively with business owners to create high quality and affordable employee benefits programs.

As a certified business development coach, I work with entrepreneurs, business owners, and professionals to create better businesses and lives though our unique coaching program.

I am past President of the Board of Directors for the Alternatives Federal Credit Union, a world-renowned organization supporting community development via education and financial literacy.

EDUCATION:

State University College at Stonybrook - New York
Bachelor of Arts, May 1980

State University of New York at Delhi – New York
Associate in Applied Science, May 1978

E-Myth Worldwide, E-Myth Consultant Certification Program, California
Certified E-Myth Consultant, January 2001

Corporation for Long-Term Care - Massachusetts
Certified Long-Term Care Consultant, November 2001

MEMBERSHIPS:

Financial Planning Association
National Association of Insurance and Financial Advisors
New York State Association of Insurance and Financial Advisors
Ithaca Life Underwriters Association – Past President

Leslie Strebel