Leo specializes in financial planning for Millennials. He is passionate about helping clients understand and take control of their finances so they can enjoy the present while still preparing for their future.
In his role as a Financial Planner, Leo is also able to assist Visions Wealth Management financial advisors when they request financial planning for their clients. Additionally, he uses his knowledge and experience behind the scenes to help facilitate VWM’s social media presence, marketing compliance, and other endeavors.
Leo has been part of the industry since 2006 and has worked as part of Visions Wealth Management since 2016. In that time, Leo has obtained his bachelor’s and master’s degrees in Personal Financial Planning from Texas Tech University. He has been an LPL Financial Planner since 2017. Leo holds the CERTIFIED FINANCIAL PLANNER™ designation, which is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients’ best interests today to help them work toward a more secure tomorrow.
Leo volunteers for the Financial Planning Association. He serves on the board of their Southern Tier chapter and assists nationally with conference planning. When not working, Leo enjoys spending time with his family and playing tennis.