Meet Leonel

Leonel received a B.B.A. with a concentration in Finance from the State University of New York at Buffalo. His financial acumen and knowledge of financial markets was further developed throughout his professional career in corporate banking and in corporate treasury before starting his own financial practice to work with individuals and families.

Leonel is FINRA Series 6, 7, and 63 licensed, and he is fluent in Spanish. 

Leonel holds the following professional designations: CFA, CLTC®, and RICP®.

The Chartered Financial Analyst (CFA) designation is awarded by the CFA Institute to professionals who possess an undergraduate degree or a combination of college and full-time work experience adding up to 4 years. They must also pass 3 six-hour sequential examinations. Approximately 300 hours of study is required for each of the 3 levels. Candidates must also meet certain ethical standards and agree to comply with the CFA Institute's Code and Standards.

The Certified in Long-Term Care (CLTC®) designation is a certification awarded by the CLTC® Board of Standards, Inc. to professionals who complete the CLTC® course work and pass the final exam. The CLTC® designation requires the completion of the CLTC® renewal course or state-mandated Long-Term care training every two years.

The Retirement Income Certified Professional (RICP®) designation is awarded by The American College of Financial Professionals to professionals with three years of qualifying business experience who complete a 3-course curriculum and pass a final exam for each course. The RICP designation requires annual participation in the Professional Recertification Program for individuals who obtained their certification after 1989, and 30 hours of continuing education every 2 years.

Leonel is an active member in his local chapters of the CFA Institute, and the Financial Planning Association, as well as the Palm Beach County Estate Planning Council.

Leonel is a devoted family man, married to his wife Andrea for more than 25 years, and blessed with two children, Danny and Victoria. Leonel resides in south Florida now after having spent the majority of his life living on Long Island, NY and working in Manhattan.   Leonel’s passion for helping and empowering people is deeply rooted in his experiences growing up in a large loving family who immigrated to the United States for a better life with the desire to achieve the American dream. 

In his free time, Leonel enjoys spending time with friends and family, exercising, playing golf, boating, fishing, and cheering on his favorite sports teams.