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Steve Leitzell, CLU, CHFC, RICP, CFP

Steve Leitzell, CLU, CHFC, RICP, CFP

Wealth Manager

STEVE is a well-known financial advisor in New Jersey, with his office based in Farmingdale, NJ. Founder of Asset & Income Management, Inc., he previously served as CEO and President of Couch Braunsdorf Financial Group and Founder and President of Life Investment Planning, Inc.

A graduate of Rutgers University with a degree in Business and Economics, Steve has passed 27 rigorous exams earning professional designations as a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, in 2016 Retirement Income Certified Professional, and Security Registrations 6,7,22,63 and 65. Steve was the recipient of the prestigious 2012 and 2019 New Jersey Five Star Wealth Managers Award. He has been featured in articles and been a contributing author. Steve has been helping clients with investment, estate, education and retirement planning since 1978. He has spoken before industry groups and given seminars on estate planning, retirement planning, financial planning, and investment and income allocation strategies.