Leon J. Colafrancesco CFP®

After graduating from California State University at Fullerton in 1979 with a degree in Business Administration, Leon began his financial planning/money management practice in Orange County, California. In 1998, Leon founded Seamount Financial Group, Inc. and continues to serve as president.

Over his thirty years of experience in finance, he has developed a keen eye for market, economic, and socio-political trends and how they apply to a client's personal strategy and investment portfolio. Leon specializes in comprehensive financial planning, wealth management, and assisting clients in coordinating a broad range of business, personal and family elements.

 

 

 

 

The CFP® designation is conferred by the Certified Financial Planner Professional Board of Standards, Inc.  To earn the credential, each CFP® candidate must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience.  In addition, candidates must take the CFP® Certification examination and complete a CFP®-board registered program, or hold an accepted designation, degree, or license.  Every two years, CFP® certificants must complete a minimum of 30 hours of continuing education.  More information regarding the CFP® can be found at: www.cfp.net.