Proudly serving the counties of:
Orange, San Bernardino, Riverside and Los Angeles
Proudly servicing the communities of:
Anaheim, Brea, Fullerton, La Habra, Orange, Placentia, Yorba Linda and vicinities
Leo Do Carmo, an Independent Investment Advisor, works with doctors and other high net worth individuals, designing and implementing financial plans to meet their customized goals.
Leo Do Carmo has been in the field of Financial Planning for the past 12 years and takes a personal interest in each and every one of his clients. He understands the special needs of physicians and their families and he makes sure that accumulation, protection and tax efficient distribution of wealth are the main focus of his practice.
By using variable and fixed products along with portfolio diversification and asset management, Leo can assist and educate his clients with the tools available to potentially provide you with the lifestyle you desire and deserve in retirement.