Leo Esses, CFP®

Financial Services Representative

Investment Advisor Representative

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Leo joined Fortis Lux Financial in 2012. He is a CERTIFIED FINANCIAL PLANNER™ professional and is passionate about designing creative financial planning strategies with insightful investment strategies and diligent risk management. In the decade prior to joining Fortis Lux Financial, Leo was a Vice President of Investments with UBS Wealth Management and an investment analyst with AXA Advisors. He is a graduate of Rutgers University with a B.S. in Finance.

Domiciled in NY.