Mauro Leos
Member Service Committee Director
We provide TRANSFORMATIVE financial planning for my clients. I follow a process that tunes-out noise & distractions to focus on personal investment, tax planning, estate planning, retirement planning, real estate, education, and healthcare.
EXPERIENCE:
* Supporting 45+ households, executives, and entrepreneurs through difficult life & investment decisions.
* Designing unique and customized financial plans for each client/household.
* Reducing our clients' lifetime tax burden.
* Helping our clients avoid behavioral mistakes and clarifying investments misconceptions.
* Helping our clients follow-through and stay disciplined in their financial plans.
* Leadership/board role in the FPA, promoting the Financial Planning profession.
* Sharing our own "Financial Planning Philosophy".We provide TRANSFORMATIVE financial planning for my clients. I follow a process that tunes-out noise & distractions to focus on personal investment, tax planning, estate planning, retirement planning, real estate, education, and healthcare. EXPERIENCE: * Supporting 45+ households, executives, and entrepreneurs through difficult life & investment decisions. * Designing unique and customized financial plans for each client/household. * Reducing our clients' lifetime tax burden. * Helping our clients avoid behavioral mistakes and clarifying investments misconceptions. * Helping our clients follow-through and stay disciplined in their financial plans. * Leadership/board role in the FPA, promoting the Financial Planning profession. * Sharing our own "Financial Planning Philosophy".