FINANCIAL ADVISOR
Matt Leonard
CFP®
2121 Palomar Airport Rd, Suite 100, Carlsbad, CA 92011opens in a new window
Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- College Savings
- Intergenerational Planning
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Surfing
- Car Restoration
- Auto Racing
Team Members
Antonio RizzutoAssociate Financial Advisor
Nicole JohnstonBranch Office Administrator
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