Len Lanetti

Regional Leader

Len Lanetti is an experienced Investment Adviser Representative and President of EFC Group LLC, specializing in operations and technology within the financial services community. After serving four years in the Air Force as a Telecommunications Specialist, they began their financial career in Philadelphia, progressing through various roles in mutual funds and back-office operations. Notably, as Vice President at BNY Mellon, Len contributed to the growth of the SuRPAS system, which revolutionized mutual fund record keeping. Currently, they focus on helping individuals achieve financial independence through education and strategic financial planning, while also engaging in volunteer work, competitive swimming, and classic car restoration.

Location

Malvern, United States

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