Leo is a Certified Financial Planner and investment advisor with Access Wealth Planning. 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 Planning, Leo worked for a large investment firm where his responsibilities included customizing financial plans, reviewing insurance statements and annuity contracts to ensure they met clients’ needs, and ultimately presenting and implementing financial plans for clients located throughout the country.
A graduate of Franklin & Marshall College (Lancaster, PA), Leo earned a Bachelor of Arts degree in Business Administration. He later obtained his CFP designation from New York University and has also earned his Series 7, 63 and 65 licenses, as well as his Life & Health Insurance licenses.
A resident of Morristown, Leo enjoys skiing and travel.