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Leon

Retired Certified Financial Planner

Sold my successful Investment Advisory Business and want to impart my wisdom, expertise and skills to help the public become better informed about creating wealth and managing money. Whether on their own t or through a qualified professional. If with an advisor to teach you what you need to know to keep your advisor on his/her toes. I created my own business from scratch over 40 years ago. Sold it and now enjoy a comfortable retirement. I managed money for about 150 clients. Some very we...

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