Leo is a principal and private client advisor in South Florida. Working closely with our investment advisors, Leo helps clients navigate their complex financial lives. Leo uses a holistic wealth management approach by incorporating core elements of financial planning: investment management, retirement planning, asset protection, tax management and estate planning.
He has been a CERTIFIED FINANCIAL PLANNER® since 1994 and has over 30 years of financial industry experience: most recently as a Sr. Investment Advisor with Arbor Capital Management. Prior to the 15 years at Arbor, he held numerous roles at Fidelity Investments including Vice President, Branch Manager and Private Client Advisor at both the Miami and Fort Lauderdale offices. Leo is fluent in Spanish as well.