Work History
Edward Jones
Edward JonesJuly 2011 to Current
FINANCIAL ADVISOR
Umberto Leone
CFP®, CAP®, AAMS™
2485 Salvio Street, Concord, CA 94520opens in a new window
Focus Areas
- Portfolio Reviews
- Retirement Savings Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Employee Stock Options
- Charitable Giving
About Umberto
Thirteen years ago, I began my career as a financial advisor, building my Edward Jones office in Concord, CA. Ten years ago, my practice was enhanced with the addition of Patty Estrada, serving as my branch teammate and client support specialist.
Prior to being a financial advisor, I was an NFL football coach, serving as a defensive assistant for four years with the Cleveland Browns and one year with the Oakland Raiders. One of the things I enjoyed about coaching was the planning element. Thoroughly preparing for both what you expect to happen as well as for the unexpected events. Preparing...
Prior to being a financial advisor, I was an NFL football coach, serving as a defensive assistant for four years with the Cleveland Browns and one year with the Oakland Raiders. One of the things I enjoyed about coaching was the planning element. Thoroughly preparing for both what you expect to happen as well as for the unexpected events. Preparing...
Work History
Edward Jones
Edward JonesJuly 2011 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CAP®
Chartered Advisor in Philanthropy®AAMS™
Accredited Asset Management Specialist™
Education
Ohio State Univ-Columbus
Ohio State Univ-ColumbusBachelor of Business Admin
Education
Ohio State Univ-Columbus
Ohio State Univ-ColumbusBachelor of Business Admin
Personal Interests
- Traveling
- Football
- Photography
- Hiking
- Cooking
Team Members
Patty EstradaSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Phone
(925) 798-4946Fax
(855) 313-6139Office Address
2485 Salvio StreetConcord, CA 94520
Location
ConcordFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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