Broker Check

Our Advisors (Leo Gotleib)

Leo Gotleib, CFP®

Partner

I entered the world of financial services in 1984, shortly after graduating from Monmouth University. I’ve been in the industry ever since. At the time I started my career, financial planning was the up and coming profession, however unregulated and undefined it may have been. I was very fortunate to be part of a firm that was pioneering a client-centric path that helped shape the financial planning industry into what it is today. Over the years, my experience has reinforced one truth that remains foundational to our business: the most important part of financial planning is the relationship shared between advisors and their clients.

That’s why Matt and I founded Bridge Wealth Advisors: to strengthen those bonds and lay the groundwork for true partnerships that enhance our doctor clients' lives. With over forty-years of combined experience, Matt and I are excited to unite our individual expertise and form a truly capable collective. I have been dedicated to working with people and helping them achieve their financial goals. I am particularly committed to providing sound leadership for medical professionals, and am a contributing author to such publications as Medical Economics, Mutual Fund Magazine, and more.

Outside of the office, I enjoy boating, golfing, exercising and spending time with my wife, Mindy, and our three children.

  • Education:
    Monmouth University; Bachelors in Business Administration
  • Professional Designations:
    CERTIFIED FINANCIAL PLANNER™ (CFP®)
    S6 (Investment Company and Variable Contracts Represenative) 
    S63 (Uniform Securities Agent State Law)
    Life, Health, and Variable Annuity Licenced