At Leonardi Family Wealthcare, we believe retirement planning isn’t just about numbers—it’s about people, families, and the sense of security that comes from knowing you’re on the right path. Our mission is to help you navigate retirement with confidence through a thoughtful, holistic approach to financial planning.
With over 30 years of experience as a financial advisor, I’ve dedicated my career to helping families build secure financial futures. As a Certified Financial Planner® Professional (CFP®) since 1998 and a Chartered Retirement Planning Counselor℠ (CRPC®), I’ve guided countless individuals and business owners through the complexities of retirement planning, investment management, and estate preservation.
To support that mission, I’ve written A Smarter Way to Retire: 10 Steps Towards a Confident Financial Future, a step-by-step guide to help you build a retirement plan that truly works for you. In addition to the book, I host a podcast and YouTube channel—both under the A Smarter Way to Retire name—where I break down financial concepts, answer common retirement questions, and provide real-world strategies to help you feel more secure about your future.
This blog serves as another resource to support you on your journey. Here, you’ll find expert insights, practical financial strategies, and guidance on everything from investment planning to estate preservation. Whether you're a pre-retiree, a business owner, or already enjoying retirement, my goal is to help you make smart, informed decisions—so you and your family can feel confident about what’s ahead.
Let’s build a smarter retirement together.