Leo Maheras CFP®, CIMA®, CRPC®
Leo is a CERTIFIED FINANCIAL PLANNER™ 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 20 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.
Leo’s team helps successful, active, multicultural, technology/biotechnology executives, and people in life’s transition (within five to 10 years before retirement) to prepare for all aspects of a successful retirement to live a full life.
We believe in developing long term trusting partnerships to help solve the financial puzzle of how one reaches their financial goals with high confidence.
The method Leo’s team uses to help clients envision the future and place all the puzzle pieces together include:
- In-depth discovery and active listening help us understand what matters most to each client.
- A readiness to collaborate with tax and estate professionals on our clients’ behalf to integrate and persue their financial goals.
- A commitment to exceed clients’ expectations around accessibility, responsiveness, and follow-through.
Over the course of his career, Leo has received numerous honors. He holds a master’s 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 referee. 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