Leon Fridmar

About Leon Fridmar

Our objective is to help today\'s successful families and business owners simplifying their financial lives. We work with them to make sound financial decisions and develop financial clarity for their futures. In an era of information overload, our challenge is to adapt to both the marketplace and the specific goals of clients. Our consistent communication and investment approach enable us to meet the high standards we set for each relationship. Our strategy for success is focused on generating capital appreciation while managing risk. By selecting investments globally, beyond basic stocks and bonds, we have the flexibility and adaptability to choose a vast array of investments. Education: I have earned several designations, including the highest in our industry \"CERTIFIED FINANCIAL PLANNER® (CFP®)\" certification; in order to help guide our clients, and Certified Divorce Financial Analyst® (CDFA®), which is something we rarely want to incorporate into our planning process, however at times it is necessary. Hobbies/personal: A Few of My Passions My passion includes family, snowboarding, running, which allows me to enjoy my other passion - food. My wife, Caroline works as a concierge at one of the top hotels in Boston. We reside in Needham with our two beautiful daughters and our dog Bailey. I am conversationally fluent in Russian.

Experience

1. Wealth Management Advisor, Senior Vice President

   Merrill Lynch

   Jul 2000 — Present

Education

• Skidmore College

  Bachelor's Degree

  1995 — 1999