Ricardo Leyva

Financial Advisor @Encompass More Asset Management

Scottsdale, AZ, US
EMAILS
r•••••@encompassmore.com
MOBILE NUMBERS
+15•••••••14

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WORK HISTORY

Oct 2024 — Present

Financial Advisor @Encompass More Asset Management

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Scottsdale, AZ, US

As a dedicated Financial Advisor, I specialize in delivering tailored financial strategies that empower clients to achieve their estate and retirement planning goals. With a focus on understanding each client\'s unique financial landscape, I provide comprehensive guidance that includes optimizing investment portfolios, navigating tax implications, and creating effective estate plans. My commitment to fostering strong relationships ensures that clients feel confident and informed throughout their financial journey. By combining expert knowledge with personalized service, I help individuals and families secure their financial futures and build lasting legacies. Let\'s connect and explore how I can assist you in reaching your financial aspirations!

SKILLS

AutomotiveClosing AbilitiesSalesSales ProcessSales OperationsCustomer RetentionCustomer ServiceRetailClosersPromaxAutomobileDirect SalesNegotiationVehiclesDealer TrackSubprimeAutomotive AftermarketCold CallingCustomer SatisfactionSales ManagementProfitCredit UnionsEmployee Training

ABOUT RICARDO LEYVA

Tailor Made Solutions to Empower Your Financial Future through Expert Advice and Strategic Wealth Management

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