portrait of Umberto Leone
FINANCIAL ADVISOR

Umberto Leone

CFP®, CAP®, AAMS™
2485 Salvio Street, Concord, CA 94520opens in a new window
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Charitable Giving

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CAP®

    Chartered Advisor in Philanthropy®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Football
  • Photography
  • Hiking
  • Cooking

Team Members

  • Patty Estrada
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(925) 798-4946

Fax

(855) 313-6139

Office Address

2485 Salvio Street
Concord, CA 94520opens in a new window

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