Lenny Thor, CFP, APMA, in addition to CRPC Personal Finance Advisor Located in New Jersey
Lenny Thor is a financial services professional working out of NJ, who guides clients toward a more confident financial future. Holding the APMA, CFP, and CRPC certifications, he offers a broad, integrated approach to every client interaction, examining cash reserves, debt management, investments, protection, & taxes to craft recommendations that aligns with each individual's unique needs with aspirations.
His advisory work encompasses a wide range of financial planning areas, including retirement planning strategies, investment management, legacy & estate planning, tax-focused planning approaches, education savings, also family finances. Whether Leonard Thor is supporting a client in their effort to plan for their financial future, make sense of stock options together with deferred compensation, and/or approach legacy & wealth transfer planning, Lenny Thor's priority is on truly understanding each client's unique situation before putting forward a plan.
Lenny Thor is a Five Star Wealth Manager award recipient, having earned the recognition year after year from 2022 through 2026. The Five Star Wealth Manager award is bestowed upon wealth managers who achieve objective eligibility requirements including client retention, professional designations, and regulatory standing. Lenny Thor is also a recipient of the Ameriprise Ultimate Digital Excellence Award from 2021 through 2024.
Lenny Thor was awarded a Bachelor of Business Administration in Marketing from Hofstra University & a master's-level education in Elementary Education in addition to Special Education from Monmouth University. He has been a financial advisor in active practice since 2015, building his practice on the philosophy that real relationships are the foundation of sound financial advice.
Outside of work, Lenny Thor is a lifelong New York sports fan who roots for the Jets, Yankees, Knicks, & New Jersey Devils. Football season takes center stage in his fall calendar, plus he is a consistent presence at Jets home games where the whole pregame experience with his inner circle is every bit as meaningful as the game itself. Lenny Thor also has spent years perfecting the craft of cooking, with fan favorites like his mac and cheese, pulled pork, also what he calls "Lennyburgers" generating serious demand among family in addition to friends. Lenny Thor is a reliable fixture on the beach, favoring Point Pleasant Beach on the Jersey Shore.
At the core of his life is family. Lenny Thor is raising a family with two young children as well as makes his home in Marlboro, NJ. He brings the same grounded commitment along with real excitement to his family life that he shows up with every day for the people counting on him. Lenny also has long served as President of his homeowners association, demonstrating a long-standing click here commitment to civic life beyond the office that dates back to 2012.