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Kevin Allen Leeds

Advisor at Vision Retirement — Ridgewood, NJ 171 East Ridgewood Avenue Suite 205

Updated today

Credentials

Series 63, Series 66

Experience

25 years

Location

Ridgewood, NJ 07450

Vision Retirement logo

Vision Retirement

Team

Total advisors

7

Clients per advisor

158 Very High

Avg AUM per client

$564,974 Low

HNW client ratio

41% High

About

Kevin Leeds is a financial advisor at Vision Retirement with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has maintained a long-standing accounting practice as president of Kevin L. Leeds, CPA, PC since 1980. Prior to joining Vision Retirement, he worked at Vaughan and Company Securities, Inc. for five years. Vision Retirement is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm combines third-party strategist models with advisor judgment to create tailored portfolios, incorporating technology and tax-aware strategies.

Client services

Based on Vision Retirement

Financial planning Portfolio management
Hourly consulting and subscription services

Expertise

Based on Vision Retirement

General retirement planning Retirement income strategy Social Security optimization Medicare planning Tax-loss harvesting

Occupation focus

Based on Vision Retirement

Executive Founder/Business Owner

Demographic focus

Based on Vision Retirement

Approaching retirement Mid-Career Professionals

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Fee options

Fixed

One-time financial planning fees based on complexity, including the minimum of $2,500

Commissions

Possible commissions from insurance and securities sales via affiliated registered representatives

Project-based

Up to $400/hour for consulting services

Subscriptions

Monthly subscription fees for Advice Membership (e.g. $895, billed monthly with 12-month commitment)

Other

Account minimum: $100,000 Minimum fee: Integrated Financial Planning minimum fee of $2,500 Fee-only: Integrated Financial Planning charged as 0.10% of net worth (one-time fee) and flat fees for Monthly Subscription and VR 360 memberships ($895, $2,495, $3,995 respectively)

Location

Ridgewood, NJ 171 East Ridgewood Avenue Suite 205

171 East Ridgewood Avenue, Suite 205

Ridgewood NJ 07450

Advisors at this office

7

Most active in

New Jersey

Work history

25 years of industry experience

Vision Retirement

2026 - Present • 1 year

Ridgewood, NJ

Vaughan and Company Securities, Inc.

2021 - 2026 • 5 years

Ridgewood, NJ

Kevin A. Leeds CPA PC

1984 - Present • 42 years

Maywood, NJ

St. Peters's College

1981 - 2020 • 39 years

Jersey City, NJ

St Peters UN

1981 - 2020 • 39 years

Jersey City, NJ

Kevin L. Leeds, Cpa,Pc

1980 - Present • 46 years

Hackensack, NJ

Disclosures

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

Business activities & affiliations

Brandon F

CPA, Series 65

Township of Washington, NJ

Capital Gains Advisory

Brandon G. Furlan is an advisor at Capital Gains Advisory LLC, a New Jersey fee-only registered investment adviser, and holds the Series 65. He is also a Certified Public Accountant licensed in New Jersey. Before Capital Gains Advisory, he earned a B.S. in Accounting from Rutgers University and spent several years in Finance Transformation at a Big Four consulting firm.

Cash flow / budgeting Tax strategies for small businesses Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Passive / index investing Founder/Business Owner Young Professionals
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Cyrus E

Series 65

Glen Ridge, NJ

Eslami & Co. Wealth Management, LLC

Cyrus Eslami is the principal advisor at Eslami & Co. Wealth Management, LLC, an independent firm based in Glen Ridge, NJ. He holds a Series 65 designation and has one year of industry experience. Outside of his advisory role, he is the founding engineer at Warmer, a company that develops AI-powered software to streamline financial advisor workflows, and he independently develops automated and semi-automated mid-frequency trading strategies in U.S. futures markets. Eslami & Co. provides discretionary investment management and financial planning services to individuals and high-net-worth clients using a blended active/passive approach across ETFs, mutual funds, and alternative risk premia. The firm incorporates tax-aware overlay strategies via third-party Sub-Advisors and manages client portfolios with a focus on verification and ongoing monitoring of these engagements.

Tax-loss harvesting Active portfolio management Passive / index investing Retirement income strategy Business exit / sale strategy

Zachary S

Series 63, Series 65

Cresskill, NJ

IRON Financial LLC

Zachary Sirota is a financial advisor at IRON Financial LLC with five years of industry experience. He previously worked at CAMPAIGN Capital LLC and B. Riley Securities, Inc., and has credentials including Series 63 and Series 65 licenses. IRON Financial LLC provides discretionary portfolio management and financial planning services to individuals, trusts, charities, corporations, and pooled investment vehicles. The firm manages approximately $472 million in assets, employing a combination of fundamental, technical, and quantitative analysis across various equity, fixed-income, and multi-asset strategies.

Concentrated stock management Private / alternative investments Founder/Business Owner Executive

Robert T

CFP®, Series 7, Series 63

Saddlebrook, NJ

Stirlingshire Investments

Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.

Options & derivatives strategies Active portfolio management Private / alternative investments Roth conversion strategy

Richard D

AIF®, ChFC®, CRPC®

Paramus, NJ

LPL Financial

Richard Dragotta is a financial advisor at LPL Financial with 34 years of industry experience. multiple securities licenses and industry designations and has worked at LPL Financial since 2003, Dragotta serves as a FINRA arbitrator in a non-public capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

Wealth management Retirement income strategy General estate planning guidance Trust structures (GRAT, IDGT, revocable) Retirement withdrawal strategies Retired Executive Founder/Business Owner Baby Boomers (Born 1946-1964) Approaching retirement Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995)
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John W

CFP®, Series 66

Yonkers, NY

Wieder Financial Corp.

John Wieder is a CFP® and holds a Series 66 license. He is the sole advisor at Wieder Financial Corp. with one year of industry experience. Wieder is also a licensed attorney in New York and owns a title insurance business. He has worked at Nationwide Settlements Solutions since 2008. Wieder Financial Corp. is an independent, state-registered advisory firm serving individual clients through a co-advisory arrangement with a third-party money manager. The firm focuses on broad-based asset categories using funds-of-funds, mutual funds, and ETFs, while portfolio management and trading are handled by the selected money manager.

Wealth management Passive / index investing General retirement planning
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