About me
Whatever you do, surround yourself with smart people who'll argue with you"
-John Wooden
I am a Colorado native, a Christ follower, a husband, and an new father. I am also an amateur golfer, a professional arguer, and a carnivore.
A round of golf, a tomahawk ribeye, a bold cab, and a board game with my wife sounds like the perfect day. I put my faith and my family before all else and I value loyalty above any other trait.
I am a CERTIFIED FINANCIAL PLANNER (CFP®) professional, as well as a Certified Investment Management Analyst (CIMA®) practitioner. I have over 10 years of experience as the Chief Investment Officer and Portfolio Manager at Capital Financial Group (CFG), an Independent Registered Investment Advisor in Denver, Colorado.
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I have the pleasure of working with my father, Dennis, and my brother, Cole, everyday at CFG. I love what I do and who I get to work with.
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Financial planning and investing is a true passion of mine. This blog is a fantastic way for me to give back to a profession that has given so much to me and my family over the years.
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Thanks so much for stopping by!
Alex Leonida
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investments & Wealth Institute ™ (The Institute) is the owner of the certification mark “CIMA” and “Certified Investment Management Analyst”. Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
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