Daniel J. Lesneski CFP®

With over a decade of experience in the financial services industry, Dan Lesneski helps clients align their financial strategies with their unique values and long-term aspirations. As a Private Wealth Advisor at Cornerstone Private Wealth Partners, he serves as a key resource in financial planning, discretionary trading, and client management.

Dan takes a holistic, client-first approach to wealth management, ensuring that every investment strategy is personalized and purposeful. He is deeply involved in financial planning efforts, helping clients navigate complex market conditions and explore alternative investments. Whether it's crafting an investment proposal, evaluating market trends, or implementing solutions, Dan is a trusted advisor who prioritizes clarity, confidence, and long-term success.

His commitment to professional excellence shows in his credentials. As a Certified Financial Planner® (CFP®), he earned a B.S. in Finance with a concentration in Certified Financial Planning from Virginia Tech’s Pamplin College of Business. He also maintains Series 7, 31, and 66 licenses, along with a Life and Health Producer’s license, equipping him with the knowledge and expertise to serve clients at the highest level.

Beyond his professional expertise, Dan believes that financial success is a deeply personal journey. His passion for understanding people and their unique aspirations extends into his personal life, where he actively participates in his neighborhood community garden. He values time spent with his wife, Erica, their daughter Frankie, and son Daniel, as well as his extended family and close friends.

An avid reader, history enthusiast, and tech aficionado, he is always eager to expand his knowledge. He previously served as President of the Rotary Club of Mt. Laurel (2016) and remains engaged in community and professional development. Whether he’s traveling with his family, staying up to date on financial trends, or exploring new ideas, Dan brings the same curiosity, dedication, and strategic insight to both his personal and professional life.