Contemporary Retirement Strategies

CONNECT

Address:

3000 East Birch Street, Suite 103
Brea, CA 92821

Phone:

714-528-8823

Fax/Other:

844-714-0562

About Leo Do Carmo

About Leo:

My name is Leo Do Carmo and I am  a true professional and caring individual who is passionate about helping and teaching people the importance of wealth accumulation and wealth protection. With over 13 years of experience in the Financial Planning Field and holding Securitiies registrations 7, 63 and 66 with LPL Financial as well as Life and Disability Insurance license in California, I am able to customize plans to fit you needs and your budget to potentially provide you with the financial resources necessary to fullfill you needs.

Your initial consultation will be complimentary and within an average of 30 minutes I should know enough about your needs/goals and you should know enough about my services for us to make a decison whether or not to move forward and work together.

Specialties: Detailed financial analysis of individuals, couples, families and business owners and concise customized recommendations to grow, preserve and distribute income in the most tax efficient and strategic manner. Also available on a fee basis working with professional money managers to offer additional investment choices to all my clients.

Working with Teachers and School Administrators helping supplement CALPRS and CALSTRS plans with TSA and/or 403b tools to enhance their retirement income.

Let's meet and explore the tools available to help you work toward conquering your personal and financial goals.

 Financial PlanningFianacial

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck