Robert M. Leshnak, Jr.
CLU®, CHFC®, CFP®, MPAS®, EA
Financial Consultant and Wealth Manager
Robert (“Bob”) M. Leshnak, Jr. grew up on the West Side of Cleveland in North Ridgeville, Ohio, graduating from Elyria Catholic High School. He moved to Cincinnati in 1984 to attend the University of Cincinnati on a football scholarship.
PROFESSIONAL EXPERIENCE
Bob founded Leshnak Financial Group, LLC in 1997 after nine years with John Hancock Financial Services. With more than 35 years of financial industry experience under his belt, Mr. Leshnak and his team now service well over 600 clients throughout the United States.
As “Financial Coach” for his clients, Bob assists clients in identifying their core values and beliefs, determining their central purpose, setting goals, and then formulating plans for their future. Bob’s experience and education render expertise in the areas of retirement income planning, investment management, tax preparation and wealth preservation.
PROFESSIONAL AND ACADEMIC EXPERIENCE & CREDENTIALS
Bob earned a Bachelor of Business Administration Degree from the University of Cincinnati, majoring in Management and Finance. He was also a varsity Bearcat football linebacker, serving as team captain while at the University of Cincinnati. Later he earned his Master of Science in Financial Planning from the College for Financial Planning. He is a member of the Society of Financial Services Professionals, the Financial Planning Association, and the Financial Services Institute. Bob’s professional designations and academic achievements include:
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University Of Cincinnati Bachelor of Business Administration.
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CFP Board of Standards, Certified Financial Planner (CFP ® )
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College for Financial Planning, Master of Science in Financial Planning (MPAS ® )
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IRS Enrolled Agent (EA)
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American College, Chartered Financial Consultant (ChFC ® )
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American College, Chartered Life Underwriter (CLU ® )
PERSONAL INFORMATION
Bob is married to Nancy Nix, and he has three daughters, Shelby, Samanatha, and Sydney, and three stepchildren, Elizabeth, Andrew, and Alan. He has two wonderful sons-in-law, Alex and Kyle, and a beautiful grandson, Owen. Bob and Nancy make their home in Liberty Township, Ohio. In his free time, Bob enjoys time with friends and family, and he likes to travel, hunt, exercise, and read.