Leo

Leo is one of the co-founders of Everest Financial Advisors and has seen it grow into the premier financial advisory firm for Florida first responders that it is today. As someone dedicated to the betterment of others, clients value his intellect, analytical skills, and ability to simplify complex financial concepts.

After 28 years of service with the City of Miramar Fire Department Leo retired in 2023 as a Battalion Chief. During his tenure there, he attained his Bachelors in Public Administration, went onto complete his coursework and attain his designation as a CERTIFIED FINANCIAL PLANNER™ professional, and served as trustee to the Miramar Firefighters Pension Fund since 1997. A role he still fulfills today.

Remaining committed to his life of public service, Leo draws parallels between his fire service risk analysis and helping clients explore all their financial possibilities. He remains committed to aiding those who serve others, and ensuring they enjoy a well-deserved retirement. On a personal level, Leo is a proud husband and father to a beautiful daughter and chocolate lab. In his free time, Leo enjoys traveling, cooking, sports.