Our team at Northeastern Financial Partners brings decades of professional experience to the table in order to help you plan and achieve your future financial goals.
Leonard J. Picone
Senior Partner
Leonard J. Picone, CFP®, AWMA®, AIF®
Senior PArtner
Since joining the financial services industry in 2006 with John Hancock Financial Network, Len has developed a rich understanding of life insurance, investment management, tax implications and estate planning. His practice focuses on helping families and small businesses protect and grow their personal and generational wealth. Len’s passion in his practice, enthusiasm and success stems from one simple truth: he absolutely loves what he does.
After graduating from the University at Buffalo’s School of Management with a concentration in finance, Len went on to earn his CERTIFIED FINANCIAL PLANNER™ designation after completing the rigorous requirements and challenging examinations.
Throughout his years in the industry, Len has gone on to earn important designations including Accredited Investment Fiduciary (AIF®) and Accredited Wealth Manager Advisor (AWMA®), which he earned for his knowledge in proper portfolio design. Len is, in addition, a member and past board member of the National Association of Insurance and Financial Advisors (NAIFA).
Because of his qualifications for the Million Dollar Roundtable over the course of 10 consecutive years, Len has earned a life membership to the organization. Additionally, these qualifications have earned Len a spot at the higher “Court of the Table."
Len is also a national qualifier for Signator’s Achieving Client Excellence “ACE” Meeting. This honor allows top producers to attend practice advancement meetings in destinations throughout the world including Hawaii, Miami, Las Vegas and Alaska.
Len currently resides in scenic Orchard Park with his beautiful wife, Dana. He and his wife have four little advisors-in-training: Nicholas, Ella, Anna and Sophia.
Award Disclosures:
Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues.
The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
SCHEDULE A MEETING
Phone: (716) 635-6869
Mobile: (716) 465-1421
Fax: (716) 635-6843
E-mail: lpicone@northeasternfp.com
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