About
Personal Guidance. Institutional Strength.
An independent retirement planning firm serving individuals and families nationwide.
Leonardo Gelain, AAMS®, CRPC®, CF2®
CEO & Founder · Registered Representative, LPL Financial
A retirement planning firm built on clarity and discipline.
Leon Financial is an independent retirement planning firm working with individuals, families, professionals, and business owners across the country. We specialize in retirement income planning, portfolio strategy, and long-term financial planning for people approaching retirement or already retired.
Through our relationship with LPL Financial, the nation's largest independent broker-dealer*, our clients benefit from the resources, technology, research, and support of a national institution — paired with the attentiveness of a boutique advisor relationship.
Our retirement planning focus
- Retirement income strategy development
- Risk management and portfolio allocation review
- Tax-aware distribution planning
- Social Security timing analysis
- Insurance and annuity evaluation
- Legacy and beneficiary coordination
Who we work with
- • Pre-retirees within 5–10 years of retirement
- • Recently retired individuals reviewing income sustainability
- • Professionals seeking structured retirement distribution strategies
- • Families evaluating annuity, managed account, or portfolio repositioning options
*As reported by Financial Planning magazine, 1996–2024, based on total revenue.
Working with clients nationwide.
We work with clients across the country through secure video meetings, digital onboarding, and in-person consultations when appropriate. Wherever you call home, our process is designed to make working together simple, transparent, and consistent.
Ready for a confident next chapter?
Schedule a complimentary, no-obligation conversation with Leon Financial Services.