The Team

Todd H. Leo & Associates

Our Advisors

Todd H. Leo

Todd H. Leo

Private Wealth Advisor

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Designations

CFP®, ChFC®, CASL®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investments

Education

Ithaca College, Bachelor of Science, Business Management, Finance Minor
CA Insurance #0D46009

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Our Staff

Diane Conway

Paraplanner

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Qualifications

  • Licensed Paraplanner

Patti Thompson

Administrative Assistant

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