John M Lesko, CFE, RFG, CIS, CHSP, is a Certified Financial Educator, Registered Financial Gerontologist and Publisher. His professional background is in personal finance, science and technology.
After decades in the market place, working with clients one-on-one, John wanted to avail his expertise to a broader audience. He now combines these three disciplines to provide organizations, professionals, and entrepreneurs with financial marketing content and training solutions.
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 product, service and training reviews.
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.
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.
He also worked as a consultant and in marketing 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.
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. He studied Financial Education (RFE) at HIFE, Financial Gerontology (RFG) at UNC-Greensboro, Retirement Income (CIS) at the Institute of Business & Finance, Certified Health Savings Professional (CHSP) at Ascensus, and Classical Greek at UMBC.
Representative Organizations
A 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.
