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Lawrence Leaf

Advisor at LSMPT Financial Advisors, LLC

Updated today

Firm

LSMPT Financial Advisors, LLC

Location

Fairfield, NJ 07004

Credentials

Series 63, Series 65

Industry experience

23 years

About

Lawrence Leaf is a financial advisor with LSMPT Financial Advisors, LLC, holding Series 63 and Series 65 licenses and over 23 years of industry experience. He has worked with Leaf, Salzman, Manganelli, Pfeil, Tendler for 31 years and has been with LSMPT Financial Advisors since 2000. Additionally, he is an equity partner at Aprio, LLP, an accounting firm, where he performs tax work. LSMPT Financial Advisors serves as a solicitor that introduces prospective clients to independent investment advisers and does not provide investment management or custody services. The firm is affiliated with a CPA firm and an affiliated wealth management entity and is compensated through referral arrangements rather than managing client assets directly.

Client services

Based on LSMPT Financial Advisors, LLC

Refers clients to third-party investment advisers

Location

310 Passaic Avenue, Suite 301

Fairfield, NJ 07004

Most active in

New Jersey · New York

Work history

Aprio LLC

2022 - Present (4 years)

LSMPT Financial Advisors, LLC

2000 - Present (26 years)

Leaf, Salzman, Manganelli, Pfeil, Tendler

1991 - 2022 (31 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Joe F

CFP®, CFA®

New York, NY

Fortrove Partners

Hi! My name is Joe Forish and I started Fortrove Partners to help technologists deal with challenges of company ownership / equity compensation. From a young age, I learned about maximizing hard work and doing what you do best while working at my father’s auto dealership. I also saw first-hand both the rewards and challenges of running a business. Prior to Fortrove, I honed my expertise investing in public and private equity. I graduated from Pennsylvania State University with a B.S. in Finance and International Business, and from the Harvard Business Analytics Program, with Distinction. In my free time you will find me skiing an evergreen tree-lined run or longboarding when it’s cloudy and glassy. I live in New York City with my wife Linda.

Startup equity planning Exec comp design Business ownership considerations Technology Professional Founder/Business Owner Established Professionals Gen Y/Millennials (Born 1980-1995)

Jori G

Series 7, Series 63, Series 65, Series 24

New York, NY

Guzhuna Asset Management

Jori Guzhuna is a financial strategist and founder of Guzhuna Asset Management, an independent registered investment advisory firm serving a select clientele of entrepreneurs, executives, and multi-generational families. His philosophy is rooted in a disciplined bottom-up approach to wealth management. Every client engagement begins with risk management and asset protection—ensuring the foundation is secure—followed by strategic tax mitigation. From there, planning expands into investment strategy, capital deployment, and long-term legacy design. Operating under a fiduciary standard, Jori provides objective, conflict-free advice with no proprietary products or commission-driven incentives. His work integrates institutional-grade investment access with advanced planning techniques, enabling clients to preserve, grow, and transfer wealth with precision. He is also recognized for implementing sophisticated investment approaches typically reserved for institutional environments. These strategies are designed to enhance efficiency, manage downside exposure, and create more controlled outcomes across varying market conditions—while remaining aligned with each client’s overall risk profile and objectives. Known for discretion and strategic clarity, Jori architects comprehensive financial structures designed to withstand complexity and deliver enduring results across generations.

General tax planning Business sale tax planning Wealth management Active portfolio management Entity structure planning (LLC, S-Corp) Executive Doctor or Medical Professional Founder/Business Owner Real Estate Professional Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Christopher M

Series 63, Series 65

New York, NY

Mittleman Value Partners LLC

Active portfolio management Concentrated stock management Private / alternative investments Cross-border & expatriate issues
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David G

Series 66

New York, NY

Watchstone Wealth Management LLC

Wealth management Passive / index investing
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Edward R

Series 63, Series 65

New York City, NY

Foresight Advisors

Passive / index investing
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Stephen H

Series 63, Series 65

Madison, NJ

Hanley Capital Management, LLC

Passive / index investing
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