Meet Leonel

Leonel Galvez provides comprehensive financial planning services, which begin with helping his clients get organized and become clear about their objectives. This is done by asking questions and listening carefully to understand where the client is from a financial standpoint, what matters most to them, and what parameters must be navigated. Once that is clear, a discussion takes place to determine which relevant planning strategies resonate most with the client, and then a customized plan is developed to help the client achieve their desired financial goals. The plan design is done in conjunction with his clients’ other advisors, as needed. Leonel then coordinates the implementation and ongoing management of the agreed upon action items.  

Leonel prides himself on developing long-term relationships with his clients and enjoys getting to know them on a personal level. As they work together, he becomes his clients’ trusted confidant, often providing insights about various important financial topics and helping them navigate significant financial decisions along the way. Leonel is passionate about helping people lead a richer life and attain peace of mind. These qualities have helped his practice grow through word of mouth and personal introductions.

Leonel’s clients are primarily corporate executives and business owners who want to be prepared for a comfortable retirement one day in the future or are already enjoying retirement and are planning for an efficient transfer of wealth to the next generation.

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.