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Employee Details

A Leszyk 2014

Adam R. Leszyk, CFP®
Senior Vice President, Senior Wealth Advisor - Team Leader
(585) 419-0670 x50682
[email protected]

A Leszyk 2014
Adam R. Leszyk, CFP®
Senior Vice President, Senior Wealth Advisor - Team Leader
(585) 419-0670 x50682
[email protected]

About

Adam Leszyk joined Canandaigua National Bank & Trust (CNB) in 2003. In his role, Adam works closely with clients to provide lifelong financial planning guidance. With a comprehensive approach to wealth management, he coordinates strategies across investments, trust and estate planning, tax planning, retirement, and insurance. He came to CNB with previous trust, estate, and tax planning experience. Adam has formal education in the areas of financial planning, investment services, and consumer banking products so that he can assess your financial health and fulfill your financial goals.

Education

McQuaid Jesuit High School
St. John Fisher College
CERTIFIED FINANCIAL PLANNER ™ certificant

Professional

Member, Financial Planning Association
Past Board of Directors at Writers and Books

Articles

Do Your Investments Need a Matchmaker?
Employer-paid Insurance — Is It Enough?
How Life Choices Affect Your Financial Future
NextGen Financial Roadmap
Podcast: Social Security - No One Size Fits All Approach

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