Meet the PFS Wealth Management Team
Les Goldstein President, Chief Investment Officer
847.268.3670 x. 102
Les Goldstein is the founder and president of Personal Financial Strategies, Inc., located in Park Ridge, Illinois. His mission is to help all of his clients create a retirement lifestyle for themselves and to leave a meaningful financial legacy for their loved ones. This includes identifying clients’ personal financial needs, wants and wishes, then using that information to create a plan to generate the income needed during retirement and preserve assets for beneficiaries.
Les has been in the financial services industry since 1983 and was formerly a vice president with a major investment firm. As an independent financial consultant, Les and his associates have the ability to properly advise clients without the need to sell specific investments or generate a certain level of commissions or fees.
In addition to working with a select group of families in the Chicago area, Les also taught adult education courses in retirement and financial planning at Oakton College in Skokie and Wright College in Chicago. He was also a frequent lecturer in the Chicago public library system and at Smart Money conferences sponsored by the Illinois State Treasurer’s office.
Les holds investment licenses through Arete Wealth Management, LLC., a member firm of the Financial Industry Regulation Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Les and Personal Financial Strategies, Inc. are members of the Financial Planning Association and the Million Dollar Round Table, an organization dedicated to educating insurance professionals in order to better serve the needs of the public.
Les holds two bachelor’s degrees from Indiana University and a master’s degree in business administration from the University of Illinois at Champaign-Urbana. He lives in northwest Chicago with his wife, Lisa, and their two sons, Jared and Michael. His hobbies include playing and coaching basketball, reading, fishing, skiing and spending quality time with family and friends.
Les believes in creating a personal relationship with each and every client. He also believes that financial planning and investment management is not “one size fits all.” Les believes that his company’s motto of “We Care More™” is not just a phrase; it’s what he lives by every day.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at email@example.com or call us at 847.268.3670 today!