Ricardo Leonardo Jr, CLU®, ChFC® - Northwestern Mutual - Irvine

  • Financial Planners
18575 Jamboree Rd, Suite 400
Irvine, CA 92612
(949) 769-5693
(949) 622-7222 (fax)
Hours:
Monday - Friday 7AM to 7PM

About Us

As we begin the journey in our lives we hope to make decisions that can put us in a position to succeed. As we get older and our financial situation becomes more complex and decreases in read more
  • About

    As we begin the journey in our lives we hope to make decisions that can put us in a position to succeed. As we get older and our financial situation becomes more complex and decreases in predictability the ability to save for our dreams gets more difficult.

    “My Mission is dedicated to helping families in our community make the right decisions to build generational wealth."

    As the complexity of your financial life develops, we're here to help you stay on track in all areas of financial planning. I believe planning is a collaborative process between the client and advisor to ensure that we are prioritizing the right goals and setting strategies in place that will make our future selves proud of the decisions made.

  • Highlights

    • Retirement Planning
    • Financial Planning
    • Business Succession
    • Investment Planning
    • Risk Management
  • Whom to Contact

    • Ricardo A Leonardo Jr., CLU®, ChFC®
      Financial Advisor
      18575 Jamboree Rd, Suite 400
      Irvine, CA 92612
      Phone: (949) 769-5693
  • Directions

    From North of John Wayne Airport: 405 South, exit Jamboree and turn Right, Right on DuPont and take your first right onto The Boardwalk parking structure.