Leo Bio

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Leo Mesa, CFP

Senior Account Executive
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Leo received his CFP designation from the College of Financial Planning in Denver, Colorado in 1994. He has maintained his license by completing the required 30 hours of Continuing Education (C.E.) credits every 2 years since then. He is licensed in all areas, not only as a broker and insurance agent. Leo has worked in the investment industry since 1987, most recently for Fidelity investments as a branch manager and private client account executive for over 15 years in the Miami and Fort Lauderdale areas. Leo is fluent in both English and Spanish.

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He has been a member of the Chambers of Commerce of Fort Lauderdale and nearby Coral Gables. Leo received numerous client and service awards throughout his career.

“I enjoy spending whatever time necessary with a client in order to learn what he or she wants to achieve. When I meet a new client, I do more listening than talking as well as asking questions because that’s the only way to understand a client’s goals.

I also realize it is our responsibility to provide the foundation for a real partnership with our clients. I do believe though that it’s a shared responsibility to discuss client goals, objectives and time frame not only in the beginning of the relationship but as an on-going part of the relationship.” ~Leo Mesa

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