Paul Leone joined the Providence Wealth Planning team in 2016 as a Wealth Advisor. With advisory experience that dates back to 1990, Paul is a trusted resource to his clients. At MetLife Resources, Trilogy Financial, and now today at Providence Wealth Planning, Paul has worked with families and individuals to understand their goals and guide them toward financial success. From 1992 to 2007, Paul was the endorsed financial planner with Moreno Valley Educators Association, where he helped educators to understand the State Teachers Retirement System and taught them how to save outside of their pensions. As a result, many of Paul’s clients today are educators who have planned with him for years. But Paul’s clients come from every walk of life, and they range from sales associates to physicians, CPA’s, business owners and police officers.
Paul has a way of simplifying and teaching that can make complex decisions become much easier. He’s well versed in helping his clients with wealth accumulation, retirement and income planning, asset preservation, goal planning, and tax mitigation strategies. Prior to his time as a financial advisor, Paul owned a family Italian restaurant. If it’s a Monday, ask him how he’s doing. He’ll most likely respond with “Not bad for an Italian kid on a Monday.” Paul enjoys spending time with his wife and family, his golf clubs and his cookbook.
Paul is an Investment Advisory Representative with Strategic Wealth Advisors Group Inc. and has the Series 6, 7, and 63 registrations held with LPL Financial, as well as life and long term care insurance licenses.