Leo Palliardi AAMS, CRPS
Partner
Email: leo@jacobsfinancialpartners.com
Click Here to schedule a meeting
Since 2001, Leo has been working in the financial services industry, consulting with families and business owners by developing investment accumulation plans, retirement distribution strategies, estate and tax plans, as well as personal and business protection using life and long term care insurance.
Leo grew up in rural Andover, CT learning to tinker on projects in the garage alongside his father who, after emigrating to the United States, became an engineer at Pratt & Whitney. It was Leo’s father who taught Leo the value of hard work.
Leo attended the University of Connecticut where he received his Bachelor of Arts in Political Science.
Prior to and during college, Leo served as an Army Reservist and was responsible for warehousing, maintaining, and deploying millions of dollars of equipment and supplies soldiers needed to complete their mission. He believes his work with families today is similar- he must warehouse, maintain and protect clients’ savings so that one day, when they need it, their monies can be deployed for a new mission, whether it be for retirement, college, health care or some other use.
In order to provide exceptional advice, Leo earned the AAMS advanced designation in financial planning and investment management as well as the CRPS retirement plans designation. His specialty is advanced financial, investment, retirement, and tax planning.
Today, Leo is married to his wife Jessica, has 2 children, Sofia and Dominic, and lives on a quiet reservoir property in Manchester, CT where he enjoys mountain biking and hiking.
Credentials:
- AAMS- Accredited Asset Management Specialist
- CRPS- Certified Retirement Plans Specialist
- Series 7 General Securities license
- Series 66 Investment Advisor license
- CT Health & Life insurance license
- BA - University of CT 2000
- US Army 1995-1998
Awards Received:
- 2024 Cetera Circle of Excellence
- 2023 Cetera Circle of Excellence
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice