Leo Gotleib / Bridge Wealth Advisors

Leo entered into the financial services industry in 1983. He is a graduate of Monmouth University where he holds a Bachelor of Science degree in Business Administration with a dual concentration in Finance and Management.

In 1989, Leo started Gotleib and Associates which primarily focuses on pre and post retirement planning. In 1993, Leo received the designation of CERTIFIED FINANCIAL PLANNER™. Throughout his 28 year career, he has studied the many different facets of financial planning including estate planning, retirement planning, and portfolio management.

Leo is a Registered Representative of Kestra Financial. Over the years he has ranked as a top ten representative among the broker-dealers he has been affiliated with. Leo has received numerous awards and recognition from many major companies affiliated with the financial services industry.

Leo enjoys spending his professional time reviewing clients’ accounts, attending industry conferences and keeping current on economic issues. In his personal time, Leo is an advisor and on the alumni board for his college fraternity. He is an avid boater, enjoys playing golf, skiing and spending time with his wife of over 30 years, Mindy, and his family.

 

Matt Bagell / Bridge Wealth Advisors

Matthew Bagell is a partner of Bridge Wealth Advisors, a full service financial firm that services all of their clients’ financial needs. The company has a central focus on providing the expertise and guidance to make sure clients reach their future financial goals.

Matthew grew up in Voorhees, NJ and attended The George Washington University for college. He graduated in 2004 with a degree in Accounting. While attending GW, Matthew was a mentor in the business school and was a player/coach on the GW Club Baseball team.

After working for four years out of college as an accountant and earning his CPA, Matt decided to turn his attention to financial planning. With a love of finance and a passion to fully service his clients, financial planning allowed him to focus on what he does best.

Outside of work, Matthew is very active in the local community. He is one of the founders of the YB Connected Networking Group that focuses on bringing together young-professionals in the Philadelphia area to develop business and personal relationships. In addition, he is currently a board member of the Golden Slipper Charity Foundation and South Jersey Society of Professionals. He also recently became an active member of the Union League in Center City Philadelphia. During Matthew’s free time you can most likely catch him playing a sport, spending time with his wife, their son and dog, or trying out one of the many restaurants in the city of Philadelphia where he resides.

 

 

Ted JenkinOxygen Financial
(Co-Host)

Chris Hanks / KSU EC
(Co-Host)

Leo Gotleib Bridge Wealth Advisors
(Guest)

Matt Bagell / Bridge Wealth Advisors
(Guest)

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