Senior Financial Planner
Leo is a Sr. Financial Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 15 years of experience (a CFP® for over a decade). Prior to Facet, he served members as a financial planner at Origin Financial, a comprehensive financial wellness platform. Leo was also a wealth manager at USAA Wealth Management in San Diego for several years, providing holistic advice to high net worth clients. He is grateful for the opportunity to understand the unqiue goals of every member, provide actionable advice, and help them feel confident about their plans for the future.
Outside of work, you can find Leo with his wife and kids (his wife is in the Navy), being active outdoors, smoking meats, enjoying historical biographies, practicing Brazilian jiu-jitsu and Scuba diving.
Education: University of Dallas (BA)
"Somos peregrinos, poco a poco vamos a llegar (We are pilgrims, bit by bit we will arrive)" - Brother Isaiah
Get to know Leo
Gatorland, family vacation
Relaxing with wife and Topo Chico
Boating and snorkeling on the bay
Where's your favorite place in the world?
The cold air of the mountains in California
What is the best book you've ever read?
He Leadth Me
What are you passionate about?
Breaking goals down into small pieces and working towards them bit by bit
What is your theme song?
Everything Is Awesome, The Lego Movie