Leonardo Gelain Cf
Founder/CEO @ Leon Financial | Accredited Asset Management Specialist™
- Role
- Founder CEO at Leon Financial Services Llc
- Location
- Cape Girardeau, MO, US
- LinkedIn followers
- 500 followers
About Leonardo Gelain Cf
As Founder and CEO of Leon Financial Services LLC, I bring over 25 years of experience…
Experience
Founder CEO
Mar 2000 — Present · St Charles, MO, US
WHAT WE DO:At LEON FINANCIAL SERVICES, we specialize in custom financial planning for busy professionals, including medical workers, federal employees, and engineers. We help individuals secure their financial future, optimize wealth, and reduce tax burdens with personalized, comprehensive strategies. Many busy professionals struggle to manage their finances effectively due to time constraints, lack of expertise, or existing advisors that don’t address their full financial picture we provide tailored solutions that fit their unique needs while ensuring long-term financial security. HOW WE DO IT:We start by understanding your financial goals, career trajectory, and current situation. Through in-depth consultations, we assess your investment portfolio, retirement needs, tax strategy, and any gaps in your financial plan. Once we have a clear picture, we craft a personalized strategy that aligns with your goals, working with a variety of financial tools and products to provide the best solutions at the lowest possible cost. Whether it’s retirement planning, investment management, tax optimization, or asset protection, we offer flexible, customized financial strategies that ensure you’re protected and growing wealth efficiently. WHAT MAKES US DIFFERENT:Unlike larger firms, we treat you as a partner, not just another client. We understand the unique challenges of busy professionals, such as tax complexities and balancing work and life. Our expertise enables us to create clear, effective financial strategies tailored to your needs.We focus on personalized service and a hands-on approach to ensure your plan evolves with your career. With flexible scheduling offering early mornings, evenings, and weekends we make it easy to stay on track. Want To Learn More? 63••••••71 L•••@LEONFINANCIALSERVICES.COM
Education
Cefet/RJ - Centro Federal de Educação Tecnológica Celso Suckow da Fonseca
Bachelor's degree
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.