Ricardo Leonardo Jr, CLU®, ChFC® - Northwestern Mutual - Irvine
“Dedicated to helping families make the right decisions to build generational wealth."
As the complexity of financial life develops, we're here to help clients stay on track in all areas of financial planning. it is our belief, planning is a collaborative process between the client and advisor, necessary to ensure 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