80 Wolf Road, Suite 301 Albany, NY 12205
Len was recently recognized by Forbes magazine, for the third year in a row, as one of it’s 2022 Best-in-State Wealth Advisor.
In the magazine’s announcement, they said that the professionals who made this year’s list of Best-in-State Wealth Advisors have “a proven record of guiding their clients through volatile markets.” The full list features more than 6,500 advisors managing a collective $10 trillion, according to Forbes.
In practice with Albany Financial Group since 1984, Len acts as LPL’s Registered Principal for the office where he provides comprehensive financial planning and money management services to individuals and small businesses and specializes in retirement planning, investment management and estate planning.
A Magna Cum Laude graduate of Siena College, Len holds a Master’s Degree in Financial Planning and earned the CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards. He is a member of LPL’s prestigious Chairman’s Council, for which less than 2% of the company’s 17,000 representatives qualify.
When compiling this ranking, Forbes looks at more than just how much wealth Len has been entrusted to manage. This ranking, developed by SHOOK research is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria including assets under management and revenue generated for their firms.
With all of this in mind, Len credits his client relationships for helping him to achieve this milestone which so many advisors throughout the U.S. strive for every year.
To see the complete list and criteria, click here.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
The Albany Business Review recently honored Albany Financial Group among 48 companies in the Capital District, named the Best Places to Work. The winners represent small and large employers across many different industries. They all have one thing in common, according to the Business Review, "They've made an effort to create workplaces where employees can feel engaged and satisfied."
This is the 18th year of the Albany Business Review award, and this year, 114 companies were nominated. Winners were selected based on data collected by Quantum Workplace of Omaha, NE, which sends confidential surveys to employees.
The qualify, companies have to have enough employees return the survey, and rate the company highly enough to win in what is always a competitive field.
Albany Financial Group received the award as one of 12 small companies with between 10 and 24 employees.
“We are very proud of this award as well as all of our employees," said AFG Principal Leonard Valletta.
"When employees are happy at work they are more engaged, which ultimately benefits our clients. In a service-oriented business such as ours, fostering an atmosphere where everyone feels valued and respected in their positions is our number one priority.”
Albany Financial Group moved up two spots last year to place 13th among local Financial Planning and Wealth Management Firms, ranked according to the level of assets under management at year-end 2019. This accolade was published in the Albany Business Review as part of its 2020 Book of Lists. The survey area included firms in 11 Capital District counties.