Broker Check
Leo White, Financial Advisor  CRPC, CLTC

Leo White, Financial Advisor  CRPC, CLTC

Financial Advisor

Leo White has been a part of Balance Wealth Advisors since 2003.  He previously was running a private practice in Braintree, MA for three years. He prioritizes getting to know clients and understanding their financial goals to provide them with the best guidance.  Leo became interested in financial services through watching his parents work with a financial advisor. He says after seeing how much they benefited, he wanted to be able to offer the service to others. His role at Balance Wealth is to help people take the steps needed to reach their goals.


What inspired you to get into financial planning and investment management? 

 

The main aspect of financial planning I enjoy the most is working with clients to first determine what their goals are then helping them to monitor and achieve these goals over the years. I always tell new clients that one of our biggest benefits is that we work with our clients on an ongoing basis so that they can have peace of mind knowing that we will be spending time over the years reviewing their financial progress. The bottom line is that financial planning is more or less financial organization and only when we have a good understanding of someone’s total financial picture can you discuss appropriate products.

 

 

Where have you traveled that you loved?  

 

I worked in Ireland in my previous career and have travelled back many times over the years with my family for various occasions. Most recently my son played Gaelic football with a Boston team which was very exciting as his team was the first US team to win the national tournament in Ireland.  In the summer we love to go to Ogunquit, Maine and in the winter, we enjoy skiing in New Hampshire and other mountains throughout New England.

 

 

Sports fan? Which teams?

I am a big fan of all the Boston teams and enjoy attending games at the local venues. I still do play recreational basketball and softball so would say the Celtics and Red Sox are my favorites. Have never been to a Super Bowl and missed my chances with the recent Patriots success but going to one someday is definitely on the bucket list.

Leo earned a B.S in Marketing from Fitchburg State University (1994). He and his wife Brenda live in Milton with their two children, Dermot and Siobhan.