Northwestern Mutual - Irvine
- Financial Planners
Our core values and beliefs are; be proactive and embrace detail – Aim for every interaction with prospects and clients to build trust, assurance, respect, and inspire positive financial change. Be an expert and stay humble – Strive to learn and understand first, to adapt to changes while sharpening skills to strengthen client relationships. Transparency is our motto – be thoughtful, ethical, honest, and direct in everything we do.
Use knowledge to Influence change – Understand clients and what they care most about, support recommendations with data and knowledge, and be adaptable to influence change in their financial lives. Be active members of the community – Create awareness, share knowledge, and be contributing members to causes close to our hearts.
- Retirement Planning
- Financial Planning
- Business Risk Management
- Investment Planning
- Risk Management Planning
Whom to Contact
- Mr. Ricardo A Leonardo, Jr.Financial Advisor18191 Von Karman Ave Ste 100Irvine, CA 92612Phone: (949) 769-5693
From North of John Wayne Airport: 405 South, exit MacArthur and turn Left, left on Michelson, left on Von Karman, turn left on Quartz. (Northwestern Mutual building is on the corner)