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Robert M. Leshnak, Jr.

CLU, CHFC, CFP®, MS, 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 football scholarship.
 

PROFESSIONAL EXPERIENCE

Bob founded Leshnak Financial Group, LLC in 1997 after nine years with John Hancock Financial Services. With more than 28 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 their plans for the 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 University of Cincinnati in 1988 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:

  • University Of Cincinnati Bachelor of Business Administration.
  • CFP Board of Standards, Certified Financial Planner (CFP®)
  • College for Financial Planning, Master of Science in Financial Planning (MS)
  • IRS Enrolled Agent (EA)
  • American College, Chartered Financial Consultant (ChFC)
  • American College, Chartered Life Underwriter (CLU)


PERSONAL INFORMATION

Bob is married to Nancy Nix, and he has three daughters, Shelby, Samanatha, and Sydney Leshnak, and three step-children, Elizabeth, Andrew and Alan Nix. They make their home in Liberty Township, Ohio. In his free time, Bob likes to travel, hunt, exercise, and read.