Leo White - CRPC, CLTC
Leo White joined Balance Wealth Advisors in 2003 after 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.
With the Chartered Retirement Planning Counselor (2016) and Certified Long Term Care (2015) designations, Leo can offer clients a comprehensive outlook and guide them in a range of financial planning activities.
What will we talk about and how can Leo help us?
Compliance approval 1-822734 2/19/2019
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.
People often delay planning because they are uncertain about their options or because they’re afraid they’ve fallen behind. Leo works with clients to ease their concerns and help them figure out the best options given their current situation. As an advisor, he provides the expertise to evaluate what they are doing and offers insights into how they may be affected by industry changes.
The advantage of working regularly with a financial advisor is being able to keep up to date with regulatory changes, new products, and economic forecasts along with gaining insights into how life changes will impact financial strategies, he says.
Leo encourages clients to pay close attention to their financial outlook, be engaged in the planning process, and ask questions. His approach it to give clients a high level of service and answer their questions quickly.
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.
Model Week for BWA Wellesley *Click to enlarge/print
To schedule a return call - I have times blocked out on Tuesday and Friday: