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Ricardo Leonardo - Northwestern Mutual - Irvine

  • Financial Planners
18575 Jamboree Rd, Suite 400
Irvine, CA 92612
(949) 769-5693
(949) 622-7222 (fax)
Hours:
Monday - Friday 7AM to 7PM

About Us

As we begin the journey in our lives we hope to make decisions that can put us in a position to succeed. As we get older and our financial situation becomes more complex and decreases in read more
  • About

    As we begin the journey in our lives we hope to make decisions that can put us in a position to succeed. As we get older and our financial situation becomes more complex and decreases in predictability the ability to save for our dreams gets more difficult.

    As the complexity of your financial life develops, I'm here to help you stay on track in all areas of planning. We take an approach to planning that centers around a simple belief; helping clients live the life they desire begins with understanding our clients dreams, goals and choosing tools that can help them sleep better at night.

    Our Mission is understanding families and their future to help them live the best version of their lives through the use of financial and insurance tools.

  • Highlights

    • Retirement Planning
    • Financial Planning
    • Business Risk Management
    • Investment Planning
    • Risk Management Planning
  • Whom to Contact

    • Mr. Ricardo A Leonardo, Jr.
      Financial Advisor
      18575 Jamboree Rd, Suite 400
      Irvine, CA 92612
      Phone: (949) 769-5693
  • Directions

    From North of John Wayne Airport: 405 South, exit Jamboree and turn Right, Right on DuPont and take your first right onto The Boardwalk parking structure.

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