Ricardo Leonardo Jr
CERTIFIED FINANCIAL PLANNER® Professional · Chartered Life Underwriter® · Chartered Financial Consultant®
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About Me
Ricardo is a graduate of University of Phoenix and holds a degree in Business Management.
He has a background in post-secondary education and was successful in helping students make the right decisions for their career goals. In 2016, he decided to transfer those skillsets to finance in pursuit of working with clients at a deeper level. Ricardo holds the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) designations from The American College of Financial Services and is a Certified Financial Planner (CFP®) appointed by the CFP Board. He also holds his series 6, 7 and 63 securities licenses. Ricardo's passion for educating people in the financial world extends beyond the clients of NWM and into the leaders of tomorrow. His Mission is dedicated to helping narrow the generational wealth gap for diverse communities in the United States. As a financial advisor with Northwestern Mutual, Ricardo specializes in comprehensive financial planning to help clients build their ideal financial life. Over his career with Northwestern Mutual, Ricardo has developed a keen understanding of the financial industry, firsthand experience of the challenges facing families and businesses in the evolving LA/OC ecosystem, and a genuine desire to help the Latino and Hispanic community develop their financial knowledge and build generational wealth. Born in the Dominican Republic, Ricardo came to the US in his teens and grew up in Orange County. He lives in North Orange County with his daughter and is an avid car enthusiast.
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Interests & Hobbies
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Always free for clients.
Credentials
CERTIFIED FINANCIAL PLANNER® Professional, Chartered Life Underwriter®, Chartered Financial Consultant®
Chartered Designations
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Disclosures
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. Ricardo A. Leonardo Jr., CFP®, CLU®, ChFC® is an Insurance Agent of NM, Registered Representative of NMIS, and an Advisor of NMWMC. There may be instances when this agent represents companies in addition to NM or its subsidiaries. While links to other websites are provided for convenience and information, please be advised that except for information related to NM, the inclusion of, or linking to, other websites does not imply NM endorsement of, nor responsibility for, those websites. Please do not send orders for mutual funds or securities via email, as they cannot be processed. Your transmission of electronic mail to this address represents your consent to two-way communication by Internet email. If you received this in error, please contact the sender and delete the material from any computer on which it exists.