Alex Leonida Email & Phone Number
Chief Executive Officer @ CFG Financial Planning
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Alex Leonida Location
- Denver, CO, US
Alex Leonida Work
- 2022 -now Chief Executive Officer @
- 2008 -now Chief Investment Officer @
- 2007 -2022 Financial Advisor @ Raymond James Financial Services, Inc.
Alex Leonida Education
- University of Northern Colorado
BS (English Language and Literature, General)
Alex Leonida Skills
- Financial Advisory
- Wealth Management
- Asset Allocation
- Retirement Planning
- Investments
- Retirement
- Securities
- Investment Strategies
- Investment Advisory
- Mutual Funds
- Asset Management
- Portfolio Management
- Wealth Management Services
- Equities
- Series 7
- Fixed Income
- Strategic Financial Planning
- Alternative Investments
- Wealth
- Bonds
- Investment Management
- Financial planning for athletes
- Financial planning for retirees
- Financial Planning
- Financial planning for doctors
- Series 66
- Series 9
- Series 10
- Financial planning for business owners
- Financial advice
Alex Leonida Summary
- Alex Leonida, based in Denver, CO, US, is currently a Chief Executive Officer at CFG Financial Planning. Alex Leonida brings experience from previous roles at CFG Financial Planning and Raymond James Financial Services, Inc.. Alex Leonida holds a BS in English Language and Literature, General @ University of Northern Colorado. With a robust skill set that includes Financial Advisory, Wealth Management, Asset Allocation, Retirement Planning, Investments and more. Alex Leonida has 2 emails on RocketReach.
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