Matt Leonard, Financial Advisor located in Carlsbad, CA

Financial Advisor
Matt Leonard

CFP®
2121 Palomar Airport Rd, Suite 100, Carlsbad, CA 92011opens in a new window
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Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • College Savings
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Surfing
  • Car Restoration
  • Auto Racing

Team Members

  • Antonio Rizzuto
    Associate Financial Advisor

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Office Information

Phone

(760) 438-1037

Fax

(888) 239-1882

Office Address

2121 Palomar Airport Rd
Suite 100
Carlsbad, CA 92011opens in a new window

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