An accomplished wealth manager, Leslie “Les” Goldstein holds investment licenses through Arete Wealth Management and provides advisory services to high-net-worth families in Chicago in his capacity as the president and chief investment officer of Personal Financial Strategies, Inc. In addition to performing his responsibilities utilizing his licenses from Arete Wealth Management, Leslie “Les” Goldstein has also written numerous articles for Kiplinger magazine. In 2018, he published a book titled Big Picture Retirement Planning: A Bird’s Eye View From 3,000 Feet, which has received positive reviews from his colleagues and other industry professionals. He also created the Big Picture Retirement Planning Workshop to serve as a go-to guide in building a successful retirement plan.
With over three decades of experience in the financial services sector, Mr. Goldstein follows a family-oriented approach to managing his firm. He guides a team consisting of three investment advisory representatives, a certified public accountant, an estate planning attorney, and a Medicare expert who meets with clients regularly. The team works together to develop effective retirement plans to help clients manage their income and leave meaningful legacies for their beneficiaries.
Mr. Goldstein has lectured on numerous matters related to estate, legacy, and long-term care planning at Oakton College, Wright College, and multiple public libraries in Chicago. He received his MBA from the University of Illinois at Urbana-Champaign and earned bachelor’s degrees in economics and Russian language and literature from Indiana University.