Jose Leon III, CFA
Associate Financial Planner
As an Associate Financial Planner, Jose Leon is dedicated to developing comprehensive financial plans that help clients achieve their most important goals.
A native of Sioux City, Iowa, Jose honed his financial acumen over seven years in various institutional investment roles. While he valued the analytical rigor of this work, he sought a career with a greater sense of purpose. He discovered his passion in working directly with families, translating complex financial concepts into actionable strategies that empower them to build the future they envision.
Jose graduated summa cum laude from Northwestern College with degrees in Business Administration-Finance and Marketing. He is also a Chartered Financial Analyst (CFA®) charterholder.
Outside of the office, Jose is an avid reader, enjoys video games, and frequents car shows throughout the Midwest.