Ervin Lleshi, ChFC® RICP® CLU® in

Ervin Lleshi, ChFC® RICP® CLU®

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Growth & Development Director | Financial Advisor at Northwestern Mutual
📍 New York, New York, United States

Ervin Lleshi is a Growth & Development Director and Financial Advisor with Northwestern Mutuals Tri-Harbor Financial Group, bringing over 13 years of experience. He specializes in investment management and business succession planning and holds a Chartered Financial Consultant® (ChFC®) designation from Queens College.

Outside of his financial practice, Ervin is deeply involved in his community. He is a long-time supporter of New Yorks Albanian community and the Albanian Parade. He is also committed to charitable causes, supporting the search for cures for childhood cancer through Alexs Lemonade Stand Foundation.

He was named one of Forbes Top Financial Security Professionals for 2026.

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Experience
13 Years
Current Role
Growth & Development Director | Financial Advisor
Job Level
Mid-senior
Location
New York, New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Ervin cares about

Holistic Financial Planning
Focuses on creating tailored financial strategies for individuals, families, and business owners to provide clarity and long-term stability.
Team Development
As a Growth & Development Director, he frequently posts about the importance of team alignment, simple execution strategies, and showing team appreciation.
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Career

Work history

10-2024
Growth & Development Director | Financial Advisor
Northwestern Mutual
1-2013
Financial Advisor
Northwestern Mutual
11-2012 - 12-2023
Field Director/Financial Advisor, ChFC
Northwestern Mutual
In the press

Media appearances

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Education
2007 - 2010
Bachelor’s Degree
Queens College
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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