About Leslie Goldstein
Serving clients in Chicago and beyond, Leslie “Les” Goldstein is a respected presence in the investment community who leads Personal Financial Strategies, Inc. and is licensed through Arete Wealth Management, a FINRA member. He achieved the Advisors Excel Award for Excellence in Insurance and Financial Services from 2015 to 2018.
Mr. Goldstein and his team of investment advisor representatives are augmented by a Medicare expert, with his firm also providing client access to an in-house estate planning lawyer and a highly qualified certified public accountant. His team of professionals takes pride in maintaining a family-focused approach that has generated long-term client relationships across several generations.
Leslie “Les” Goldstein’s experience includes a history of teaching adult education courses on financial planning and retirement courses at Chicago’s Wright College, Skokie’s Oakton College and Northwestern University. He has also lectured at Illinois State Treasurer’s Office-facilitated Smart Money conferences. He holds an MBA from the University of Illinois at Champaign Urbana and completed his undergraduate studies in economics at Indiana University.