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.}