Leo is a CPA, RIA and has held numerous NASD licenses including registered options principal (series 4), registered representative (series 7), principal (series 24) and equities trader (series55).
Leo has over 25 years of CPA and financial advisor experience. Common services include workshops, tax preparation, tax consultations, tax filling, and financial advisement.
Leo takes pride personally working on each job – there is no middle man or third party involved. If needed, he is always just an email or phone call away.
Leo has been giving out financial advice and analyzing market data on live broadcast radio for over 18 years.