Phone: (518) 786-3300 x227
Fax: (518) 786-7009
Leonard Valletta, who is a Magna Cum Laude graduate of Siena College and holder of a Masters Degree in Financial Planning, is a fully trained and licensed professional experienced in general financial planning and money management for individuals and small businesses.
Working with clients throughout the Capital District, he is an active member of the Financial Planning Association as well as a board member, the Estate Planning Council, and NAIFA. A graduate of the College for Financial Planning, Mr. Valletta has been certified by the International Board of Standards and Practices for Certified Financial Planners, Inc. He also serves as an employee benefits consultant to small businesses in the Capital District.
Mr. Valletta has been in practice since 1984. He has been a frequent guest on CNBC’s syndicated talk show “The Money Club”. He is also one of WRGB’s (channel 6) financial experts and is called upon frequently to comment on the market and other various financial planning topics. He has also made several guest appearances on WTEN (channel 10) and WNYT (channel 13) and is an occasional contributor to the Capital District Business Review.