Leo Chubinishvili, CFP®

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.

“I chose this profession because I sincerely enjoy 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. His commitment to his clients and work is recognized and earned him the 2024 Five Star Wealth Manager award.

Leo is frequently interviewed by online magazines and blogs on topics including how to take control of your financial anxiety, generational differences in investing, planning for an inheritance, and college saving tips. Some of the publications he’s appeared in recently include:

• Business Mogul
• TheStreet
• Birmingham Parent
• Seattle Times
• AARP
• NJ Money Help
• Fortune
• Vox
• Motherhood Moment
• Money for Lunch
• A Dime Saved

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.