Broker Check
Leonard Raskin, MSFS, CFP®, ChFC®, CLU®, CASL, CAP®, AEP

Leonard Raskin, MSFS, CFP®, ChFC®, CLU®, CASL, CAP®, AEP

Owner/CEO

Like you, personal finance specialist and noted media contributor Leonard Raskin has seen significant change in money matters and management during his career of over 27 years. How does he advise you to achieve financial success? Is it by suggesting the best stocks and bonds? Is it by advising on asset allocation and location strategies? Is it by helping you choose the correct disability or life insurance products? Or is it an overall view of you living a financially balanced life? 

The financial markets are crowded with advice and products along with companies that make questionable promises about attaining your financial goals. Leonard’s approach is radically different. Through his unique process of education, state-of-the-art technology and an unwavering philosophy, he can help you navigate the fog of the financial marketplace. This makes the nearly impossible task for individuals to break through the clutter, reachable with an understanding of what is truly in their best interest.

Leonard has a unique ability to make simple, the complexities of an ever evolving financial marketplace. His fusion of straight forward, honest advice with a warm personal touch is what you can expect if you engage his services.

Leonard holds a Masters Degree in Financial Services. He is a CFP, ChFC, CLU, CASL*, CAP, AEP.

Leonard works with The Lardarius Webb Foundation, The Jacoby Jones Foundation, and the Steve Smith, Sr. Foundation. His charitable work, contributions to the organizations and his welcoming conversations with the people he advises enable them to understand that their lives are taken care of by somebody that knows what he’s doing.

Born and raised in Baltimore, he now lives just 20 minutes from his childhood home. He married Kathy (Uhlan) in February 1994. Kathy is a Certified Public Accountant (CPA). They currently live in Phoenix, Maryland with their son, Matthew and his dog Larry.

 

 *The Chartered Advisor for Senior Living® (CASL®) designation is issued by The American College

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.