Leo is a CERTIFIED FINANCIAL PLANNER™ professional and investment advisor with Access Wealth. He helps clients achieve their personal and financial goals by implementing a proven six-step approach to financial planning and investment management.
Leo chose this profession because he enjoys helping people and educating them on how they can be financially independent. He combines his strength with numbers with his strong communication skills to forge long-lasting relationships with his clients, always ensuring they understand the recommendations inside their plans.
Prior to joining Access Wealth, Leo worked for a large investment firm where his responsibilities included developing financial plans – concentrating on investments, insurance and retirement planning – and ultimately presenting and implementing them for clients nationwide.
A graduate of Franklin & Marshall College (Lancaster, PA), Leo earned a Bachelor of Arts degree in Business Administration. He later obtained his CFP® certification from New York University and has also earned his Series 7, 63 and 65 licenses, as well as his Life & Health Insurance licenses.
Leo has been frequently interviewed by online magazines such as Business Mogul and TheStreet on topics including how to take control of your financial anxiety and generational differences in investing.