Leo joined GoldBook Financial in September 2023 as financial services professional and is based out of our Costa Mesa, CA office.

Leo believes financial guidance should feel personal, approachable, and centered on what matters most to his clients. Through a network of experienced professionals, he can provide a comprehensive financial needs analysis to help his clients better understand their options and move forward with confidence.

Leo provides personalized guidance in life insurance, disability income insurance, and lifetime income—making complex decisions easier to navigate. He collaborates and partners with business owners on business continuation strategies, employee benefits, and retention services that support the people and businesses they’ve worked hard to build.

Community is also a big part of who Leo is. He is proud to serve as an ambassador with the Laguna Niguel Chamber of Commerce and as a board member of the Laguna Niguel Lions Club, while staying actively involved with the Newport Beach Chamber of Commerce. He regularly volunteers with the Lions Club, by working with organizations that provide donated eyeglasses and eye exams for those who need them.

Leo is an avid ice hockey fan and player. He has also played piano since childhood. Fun fact – Leo holds the Million Miler status on American Airlines.

Leo is Life, Accident and Health insurance licensed.

CA Insurance License #4295075

 

Education

Occidental College

Hobbies

Ice hockey, piano

Community Involvement

Laguna Niguel Lions Club, Laguna Niguel Chamber of Commerce, Newport Beach Chamber of Commerce