Industry: Social Services

Anthony M. Leonardi, MBA, CFP, CRPC, combines financial planning expertise with a commitment to client well-being, offering tailored financial services that support long-term stability and community empowerment. While primarily recognized as a financial planner, Mr. Leonardi’s practice intersects with Social Services by delivering financial literacy, retirement preparedness, and wealth preservation support to diverse individuals and families, including underserved populations. His approach emphasizes financial wellness as a key component of personal and societal stability.

Through one-on-one planning sessions and ongoing advisory relationships, Leonardi helps clients navigate life transitions—from retirement, education planning, to budgeting—often partnering with community organizations and support networks. His services are especially helpful for those needing compassionate, culturally aware financial guidance amid life changes such as divorce, caregiving responsibilities, or elder planning. He stands out by incorporating an educational focus, empowering clients to make informed financial decisions that reinforce independence and long-term security.

With credentials including Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC), he brings a high standard of care underpinned by fiduciary responsibility. Leonardi’s involvement in professional and local networks reinforces his mission to promote financial resilience across communities.

Key Services:

– Financial education and literacy support
– Retirement and long-term planning
– Budgeting and cash flow management
– Life transition financial support (e.g., elder care, divorce)
– Wealth preservation strategies
– Fiduciary financial advising for individuals and families
– Culturally sensitive financial counseling
– Community outreach and financial wellness workshops