Ricardo Leonardo Jr, CLU®, ChFC® - Northwestern Mutual - Irvine
“My Mission is dedicated to helping families in our community make the right decisions to build generational wealth."
As the complexity of your financial life develops, we're here to help you stay on track in all areas of financial planning. I believe planning is a collaborative process between the client and advisor to ensure that we are prioritizing the right goals and setting strategies in place that will make our future selves proud of the decisions made.
- Retirement Planning
- Financial Planning
- Business Succession
- Investment Planning
- Risk Management