Leonel Calderon, MBA

Wealth Advisor

Leonel Calderon is a Wealth Advisor and trusted advocate for his clients. He currently operates his advisory practice out of the firm’s Shelton, Connecticut office. There he is housed with his business partner, Matthew Fortney, their Client Service Associate, Martha Accardi and his Administrative Assistant, Queenie Diggs.  Leonel founded his practice over twenty-five years ago with the intention of improving the financial lives of his clients. Applying his extensive knowledge and strategic vision, Leonel has built a loyal clientele that values his candor and holistic approach to financial advisement. 

Leonel’s belief in wealth preservation and risk management as the foundation for a strong financial future has proven to be key differentiator over the course of his career. He is typically referred to new clients by the families, business owners and senior executives he currently serves. By applying an integrated technique for asset allocation, diversification and rebalancing Leonel philosophically sets himself apart from his peers. Prior to joining LPL Financial, Leonel was a Senior Financial Planner and Financial Services Executive with Barnum Financial Group, a MetLife office. Before his time with Barnum, he was affiliated with Reliance National Insurance Company.

Calderon holds his Series 6, 7, 63 & 65 securities registrations through LPL Financial. He earned his Masters of Business Administration (MBA) from Aldephi University. He earned his Bachelors degree in Finance from St. John’s University. In his personal time Leonel is an avid sportsman, and enjoys giving back to the community he serves by coaching youth basketball and softball. He is also an active golfer. Leonel happily resides in Westport, Connecticut with his wife and three children.

 

Phone 888-229-1833
Fax 860-345-5326