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JM Lesko, Certified Financial Educator

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You are here: Home / John M Lesko, Certified Financial Educator

John M Lesko, Certified Financial Educator

John M Lesko is a Certified Financial Educator and Marketer Helping Coaches, Consultants, and Advisors Use True Financial Wellness in Their Marketing and Services.

After decades in the market place, working with clients one-on-one through his investment advisory firm, John M Lesko wanted to avail his expertise to a broader audience. 

Clients use these content solutions (articles, books, workbooks, PowerPoints, presentations, guides, graphics, inspirational wallpapers, etc.) for marketing, education and motivation. They’re delivered to customers, employees and partners and are individualized, adapted and applied for specific situations. The content can be presented over the web or in-person increasing authority and productivity.

With his extensive knowledge in the above areas, John now offers financial marketing products, service and training.

John M Lesko Financial Background

John has delivered numerous financial talks, seminars, workshops and materials to organizations including Bank of America, Bon Secures, Capital One, GAO, EVMS, KPMG, and The Virginia Retirement System. He’s also been contracted to represent Aetna, Ascensus, United Health Care, Lincoln Financial, Vanguard, BB&T, and others.

Plus, he’s written numerous articles, guides, books, and given interviews for publications such as The Daily Press and The Winston Salem Journal on personal finance issues. in addition, John was on the Expert Panel for personal finance at Senior Navigator.

John M Lesko Technology Background

John has over 30 years of experience in personal finance and mid-market management systems. Before concentrating his practice on delivering financial and inspirational content solutions, he had an Independent Investment Advisory firm. There he had his securities and insurance licenses, and was licensed to give investment advice. He is also licensed to teach Insurance CE and has an insurance consultant license.

Previously John worked as a consultant and a marketing representative for a number of back-end accounting and management systems. Among others he’s Saleslogics Certified, iMIS Certified, Timberline Sales Certified, Novell Certified, Microsoft Office Certified, and a Microsoft Sales Specialist.

 John M Lesko Representative Education

John was a pre-med major at the Ebery College of Science, Penn State University, where he’s a Lifetime Alumni Member. He later returned to PSU as coach of the Rugby Team of which he is one of the founders. He studied Financial Education (RFE) at HIFE, Financial Gerontology (RFG) at UNC-Greensboro, Retirement Income, Certified Health Savings Professional (CHSP) at Ascensus, and Classical Greek at UMBC.

 John M Lesko Representative Organizations

John’s representative list of past and present organizations: The Financial Planning Association, The American Institute of Financial Gerontology, ASTD and the RASTD Consultants Group, The Expert Panel for personal finance for Senior Navigator; The Director of Workforce Readiness for SHRM, The Richmond Compensation Association, VSCPA, VA Business Coalition on Health, and The Peninsula Task Force on Aging. He also served in the U.S. Marine Corps.

John lives with his wife, Melanie, a CPA, outside of Williamsburg, VA.

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