Skip to content

Alan R. Leist, Jr.

CFP® | Founder and Chairman of the Board

Problem-Solver. Seasoned Trailblazer. Proud Owner. A nationally recognized advisor distilling decades of experience to clients and the next generation of Strategic professionals.

Alan Leist, Jr. CFP, Wealth Management Firm Founder. A man wearing a white button down and tie.

Alan is the chairman and founder of Strategic. For over 45 years he has developed and coordinated optimal investment, estate and financial plan strategies for a highly diverse group of individuals and businesses. Alan is a nationally recognized advisor with a dual passion for helping clients and distilling decades of experience to the next generation of Strategic Professionals.

Over the course of four decades, Alan has navigated bull and bear markets, facing a significant increase in competition and rapid industry evolution with an unwavering commitment for delivering the highest levels of quality and service to each and every client. This founding principle is embodied throughout the firm and validated every day by Strategic’s long-standing client relationships.


  • Bachelor of Arts, Syracuse University
  • Masters in Business Administration, Fairleigh Dickinson University
  • Certified Financial Planner

Past Community Service

Alan has a long history of dedicated service to the community.

  • AAA Northeast, Board of Directors
  • AAA Motor Club Holdings, Chairman of the Investment committee
  • Utica First Insurance Company, Chairman of the Board
  • Council Advisory Board, CNY Community Arts
  • Indium Corporation of America, Board of Directors
  • Slocum Dickson Foundation, Board of Directors
  • Central New York Community Arts Council and Stanley Theater, Past President
  • The Children’s Museum of Utica, Board of Directors
  • St. Lukes Memorial Hospital, Board of Directors
  • Blue Cross and Blue Shield, Board of Directors
  • Utica Chamber of Commerce, Board of Directors
  • Utica Chamber of Commerce Small Business Council, President
  • Sadaquada Golf Club, President of the Board of Directors
Claim to Fame

Starting a financial planning and investment management business from scratch and helping it grow to a $2 billion company.


All things family and in particular our annual fishing trip to Canada. Being a grandfather.


Happily married to my wife Connie for many years. Together, we have three great children, their spouses, and 6 grandchildren.

When it’s time for business, it’s all business. When it’s time for fun let’s have fun.

Alan R. Leist, Jr.