2011 -2012 Financial Planner @ My Trusted Advisor, LLC
2007 -2011 Financial Planner @
2002 -2008 Client Relationship Manager @
Leonel J. Burrola Education
The American College 2011-2012
UC Santa Barbara 1995-2000
Palo Verde High School
Leonel J. Burrola Skills
Investment Advisory
Financial Planning
Retirement Plan Distribution
Retirement
IRA Rollovers
Private Wealth Management
Retirement Income Strategies
Fiduciary
fiduciary consulting
Strategic Financial Planning
Retirement Planning
Wealth Management
401k
Investments
Asset Allocation
Investment Management
Financial Advisory
Pensions
Financial Services
Employee Benefits
Estate Planning
Mutual Funds
Financial Planners
Fixed Annuities
Series 7
Alternative Investments
Small Business
Disability Insurance
Long-term Care
Life Insurance
Personal Finance
Securities
Finance
Long Term Care
Leonel J. Burrola Summary
Leonel J. Burrola, based in San Diego, CA, US, is currently a Chief Financial Officer at Boutique Recruiting. Leonel J. Burrola brings experience from previous roles at Luminant Capital, My Trusted Advisor, LLC, MassMutual Financial Group and Mercer Transitions. Leonel J. Burrola holds a 2011 - 2012 The American College. With a robust skill set that includes Investment Advisory, Financial Planning, Retirement Plan Distribution, Retirement, IRA Rollovers and more. Leonel J. Burrola has 3 emails and 4 mobile phone numbers on RocketReach.
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