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. I have been in the Financial Planning Field since 2003 holding with LPL the securities registrations 7, 63 and 66 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 fulfill 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