Leonard F. Valletta,  CFP<sup>&reg;</sup> - Financial Advisor

Leonard F. Valletta, CFP®

MS

CFP

Albany Financial Group

80 Wolf Rd, Ste 301
Albany, NY 12205
FINANCIAL ADVISOR'S WEBSITE
(518) 786-3300 x227

General

Leonard Valletta is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Albany Financial Group in Albany, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Masters in Financial Planning

Insurance Licenses

  • Life insurance: FL,NY,GA,OH
  • Health/disability insurance: FL,NY,GA,OH
  • Fixed annuities: FL,NY,GA,OH
  • Variable annuities: FL,NY,GA,OH

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Long-term Care, Sudden Wealth

More

Helpful Financial Planning Resources