Josué Léon

About Josué Léon

I work with business owners, high-income professionals, and families who carry real responsibility—not just for themselves, but for the people and futures connected to them.My work is increasingly focused on a simple but often overlooked truth:your business is not just a source of income—it is the foundation of your financial life.Yet nearly 80% of business owners don’t know what their company is worth—even though it often represents the majority of their net worth.That lack of clarity leads to delayed decisions, missed opportunities, and unnecessary risk.That’s where I come in.I help a select group of business owners and operators bring clarity to their financial picture—starting with business valuation, and building outward into tax-efficient strategies, risk management, and long-term wealth design.Because better decisions don’t start with products.They start with clarity.Through a structured planning approach, we: • Identify the true value of what you’ve built • Align your business with your personal financial goals • Strengthen what needs protection • And design a path toward optionality—whether that means growth, transition, or exitMy perspective is grounded in stewardship, long-term thinking, and the belief that wealth is a tool—one that, when designed well, creates stability, freedom, and impact far beyond one lifetime.If you’re building something meaningful and want to better understand what you have—and what’s possible—I’d welcome a conversation.

Experience

1. Financial Advisor

   Northwestern Mutual

   Jan 2020 — Present · Palm Beach Gardens, FL, US

   We have an obligation to our community. By listening to people\'s stories, teaching saving habits and helping them think critically and strategically about their financial future, my team of financial advisors helps our community overcome obstacles and accomplish great things for their financial future. With this belief, we create legacies with exponential impact.

Education

• Johnson University

  B.A., Theology/Theological Studies

  2003 — 2007

• Palm Beach Atlantic University

  Master of Business Administration (M.B.A.), Business Administration

  2008 — 2011

Skills

• Finance
• Strategic Planning
• Team Leadership
• Business Networking
• Management
• Team Building
• Leadership
• Strategy
• Time Management
• Entrepreneurship
• Public Speaking
• Social Networking
• Research
• Business Development
• Customer Service
• Relationship Building
• Risk Management
• Team Management
• Marketing
• Business Planning