Leonardo Aguilar, CIMA®
Managing Partner / Co-Founder
Languages Spoken: English, Spanish
With more than three decades of experience as a Financial Advisor, Leonardo Aguilar is dedicated to helping his clients meet their financial needs through an objective and holistic approach. He believes that everyone's financial situation is unique, and therefore deserves personalized services tailored to their current lifestyle – and hopes for their future. He works collaboratively with his clients to explore their full financial outlook, specializing in retirement planning and wealth management. Leonardo also enjoys working with individuals, trusts, charitable organizations, and businesses.
Leonardo began his journey as an Advisor with Great Western Financial Securities in 1990. As the years progressed, he moved on to work at Wells Fargo where he was recognized as a Premier Advisor (2012-2016), a distinction reserved for the firm's top Financial Advisors based on business production, completion of educational components, and professionalism.
With a desire to offer an enhanced client experience and dynamic solutions across products and platforms, in May 2022 Leonardo and his business partner Ara Mekhitarian left Wells Fargo to join LPL Financial and found their independent practice, Encore Capital Management.
Leonardo graduated from the University of California, Santa Barbara with a BA in Economics and worked with Washington Mutual Financial Services for 15 years before joining Wells Fargo. In 2015, he continued expanding his financial credentials by obtaining a Certified Investment Management Analyst (CIMA®) designation. For this certification, he successfully completed the CIMA® executive education program at the esteemed Wharton School of Business at the University of Pennsylvania.
Residing in Temple City, California, in his free time he enjoys golf, exercising, and spending time with his family.