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Employee Details

A Leszyk 2014

Adam Leszyk, CFP®
Vice President - Investment and Financial Planning Officer
585-419-0670 x50682
ALeszyk@CNBank.com

About

Adam Leszyk joined CNB in 2003. As a CERTIFIED FINANCIAL PLANNER™ and trusted investment advisor, Adam works closely with his clients, including those with our affiliate, Canandaigua National Trust Company of Florida, to provide lifelong financial planning guidance. With a comprehensive approach to wealth management, he coordinates strategies across investments, trust & estate planning, tax planning, retirement, and insurance.

Adam also serves as a member of the Investment Committee of CNB’s Wealth Strategies Group. In this capacity, he is responsible for analyzing and assessing investment recommendations and asset allocation strategies used within client portfolios to coordinate with their financial plan. Strategies focus on, but not limited to, utilizing a strategic evidence-based, multi-factor risk premium strategy or a tactical relative valuation strategy as researched by both the Investment Committee of CNB and industry leading, Nobel laureate, strategic partners.

Education

McQuaid Jesuit High School
St. John Fisher College 

Professional

Member, Financial Planning Association
CERTIFIED FINANCIAL PLANNER ™ certificant
Past Board of Directors, Writers and Books

Articles

Do Your Investments Need a Matchmaker?
Employer-paid Insurance — Is It Enough?
Helping the Taxman to a Smaller Bite
How Life Choices Affect Your Financial Future
Investment Planning for Retirees and Those Approaching Retirement
NextGen Financial Roadmap
Total Return Investment Strategy

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