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Bio:
Since 2001, Leo has worked in financial services, helping families and business owners create investment strategies, retirement plans, estate and tax plans, and personal protection through life and long-term care insurance.
Leo grew up in rural Connecticut, where he learned the value of hard work through his father, an engineer at Pratt & Whitney, and his mother, a Catholic school teacher. Prior to college, Leo served as an Army Reservist, managing millions of dollars in equipment to ensure mission success. He applies this same responsibility to protect and grow his clients' savings for their future needs.
Leo holds a BA in Political Science from the University of Connecticut and two advanced financial planning certifications: AAMS (Accredited Asset Management Specialist) and CRPS (Chartered Retirement Plans Specialist). His expertise is in advanced financial, investment, retirement, and tax planning.
Leo lives in Manchester, CT with his wife Jessica, and their children, Sofia and Dominic. He enjoys mountain biking, playing guitar, and working on creative projects at home.
Credentials:
- AAMS- Accredited Asset Management Specialist
- CRPS- Certified Retirement Plans Specialist
- Series 7 General Securities registration
- Series 66 Investment Advisor registration
- CT Health & Life insurance registration
- BA - University of CT 2000
- US Army 1995-1998
Download Leo's Introductory Packet:
Registered Representative offering Securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or tax advice. 95 GLASTONBURY BLVD STE 210, GLASTONBURY, CT 06033.