“Our clients are successful, hard working individuals. They are serious about their goals and they want confidence in working towards their financial future. We work as partners with our clients to manage complex matters, help protect their wealth, and seek to leave a financial legacy. At Maheras Wealth Management, Inc., we believe that increasing assets happens over time…but generating wealth is planned.”
Leo is a CERTIFIED FINANCIAL PLANNERTM professional and founder of Maheras Wealth Management, Inc. He has also earned the Certified Management Analyst (CIMA®) and Chartered Retirement Planning Counselor (CRPC®) credentials. After more than ten years of experience at some of the nation’s leading financial institutions including Morgan Stanley, Merrill Lynch and LPL Financial, Leo’s passion for superior client service and his desire to provide independent financial advice, led him to form Maheras Wealth Management, Inc.
A retirement specialist, Leo establishes long-term, trusted partnerships with his clients, who often become friends due to Leo's compassionate nature and desire to foster relationships outside the office with events such as his "Big Fat Greek BBQ". He believes that more time spent with clients means more understanding and therefore more mutual agreement and potential achievement of financial goals. Leo specializes by serving individuals either: in transition from a job (transition specialist) or during different stages of life, executives with complicated stock option plans and families with trusts.
Leo truly takes the time to listen to his clients' needs, while analyzing their current situations with an honest and independent eye. He also spends a sizeable amount of time with clients to ensure they are educated about financial concerns such as "how much do I need to retire?" and "how much will long-term health care cost me?"
As part of his services, Leo creates a comprehensive plan based on each client's individual needs. Due to his industry independence and objective analysis, Leo's clients can rest assured that Leo's plans are designed to help benefit the client. He can advise on various products and services not tied to any particular one company, which means he is planning for his clients, not his company's annual profit goals. These diverse offerings can help clients pursue numerous and various goals- whether they are sending children to college, retiring in a specific location, specific age, and more.
As a CERTIFIED FINANCIAL PLANNER,TM Certified Management Analyst (CIMA®), and Chartered Retirement Planning Counselor (CRPC®), Leo can help clients stay on track with their financial strategies. Leo is results-oriented with the long-term goal in mind; as such, he is prudent with investments. For example, if there are two investment options, he will go with the opportunistic yet less risky option. He helps his clients stay are on the long-term path toward financial success, rather than the “quick hit”. Whether he is developing a financial plan, reviewing and managing trusts or gently nudging clients to move forward on their financial paths, Leo always keeps his clients’ requirements as his number one priority.
Leo is responsible for setting investment and wealth management strategies for all clients. He provides objective wealth planning advice using a variety of non-proprietary financial tools, products and services. He holds various registrations and designations through LPL Financial, including Series 7 (Mutual Funds/Variable Annuities, General Securities) and Series 63 and 65 (State Securities Uniform Combined and Investment Advisor Representative). is held through Strategic Wealth Management Group, LLC. Leo is also licensed for insurance sales (Life, Accident and Health).
Over the course of his career, Leo has received numerous honors. He holds a Masters Degree from California State University, Sacramento, a Bachelor of Science degree from UC Davis and is a member at Church of the Holy Cross. He is also a member of the American Hellenic Educational Progressive Association (AHEPA) and a AYSO soccer coach. Leo resides in Belmont, CA with his wife and two daughters. Leo enjoys playing soccer, reading, traveling, and spending time with his family.
CA Insurance Lic. # 0D09242