Leo's passion for finance was kindled early. Raised in a family of concierge wealth managers, he made his first stock pick in fifth grade. Now, he has earned the Financial Paraplanner Qualified Professional (FPQP®) designation to establish his understanding of financial planning fundamentals. This College for Financial Planning qualification covers key areas such as estate planning, tax implications, retirement strategies, and investment basics.
In 2025, Leo will embark on a BMEC (Business Management Economics) major at UC Santa Cruz, all while maintaining his commitment to serving our high-net-worth clients.
Outside of work, Leo finds joy in weight-training, rock climbing, competitive swimming and Sea Scouts. Through seven years of karate and six years of water polo, he demonstrated dedication and execution of long-term goals – invaluable skills for financial planning.
Leo is a very welcome addition to our concierge wealth management team.