Alex Leonida's Professional Contact Details

Mobile Number (Verified)
Get Mobile Number
HQ
+1 303 629 7500
Location
Englewood, Colorado

Alex Leonida's Current Company Details

Financial planning can be overwhelming, understanding how much you are paying and what you are paying for shouldn't be. Our mission is simple. We strive to create a plan that accomplishes your goals in accordan...
Financial planning can be overwhelming, understanding how much you are paying and what you are paying for shouldn't be. Our mission is simple. We strive to create a plan that accomplishes your goals in accordance with your values.We call this "Client-Centered Financial Planning." Capital Financial Group, Inc. (CFG) was founded on the idea that everyone deserves a customized financial plan the revolves solely around the unique values and goals of each client.We serve a variety of clients, playing an important role in their inner circle. Our clients rely on us to take care of the big picture, as well as the finer details, with an approach that is as disciplined as it is strategic. Our goal is to offer personalized attention with the highest level of service, the utmost integrity, and the unwavering advocacy you need for life's biggest decisions.YOUR VALUES. YOUR GOALS. OUR MISSION.-----------------------------------------------------------------------------------Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPCCFG Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
wealth management
investment management
financial advice
financial planning for business owners
financial planning
business planning
asset mangagement
retirement planning
portfolio management
financial planning for doctors
financial planning for professional athletes
financial services
b2b

Alex Leonida's Work History and Education

CFG Financial Planning
Chief Investment Officer
2008 - Present

Frequently Asked Questions about Alex Leonida


What company does Alex Leonida work for?

Alex Leonida works for CFG Financial Planning.

What is Alex Leonida's role at CFG Financial Planning?

Alex Leonida's role at CFG Financial Planning is Chief Executive Officer.

What is Alex Leonida's email address?

Alex Leonida's email address is a**@cfgfinancialplanning.com.

What is Alex Leonida's business email address?

Alex Leonida's business email address is a**@cfgfinancialplanning.com.

What is Alex Leonida's direct mobile number?

Alex Leonida's direct mobile number is (303) XXX-XXXX.

What is Alex Leonida's HQ phone number?

Alex Leonida's HQ phone number is +1 303 629 7500.

What industry does Alex Leonida work in?

Alex Leonida works in the Financial Services industry.

Who are Alex Leonida's colleagues?

Alex Leonida's colleagues are John Guigli, Leo Hamel and Allison Swomley.

Prospect on LinkedIn

Find verified emails and direct dial mobile numbers of contacts on LinkedIn, and sync them with your CRM instantly
Download ExtensionRepresents linkedin prospector
Browse Apollo's Directories

"We love the interface, the experience, and most importantly… the results."

Erik Straub

Chief Marketing Officer, Kickfurther

"Using Apollo, we’ve solved the biggest problem for every business, the lead problem. We are now constrained by sales time and no longer lack interested prospects."

Michael Transon

CEO, Victorious

Ready to try it out?

Get started for free, then add your whole team. You can always talk to sales if you’re interested in advanced plans.