Michael Leonetti (AIF®, CFP®, CFS®)
Michael Leonetti focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
Planning Specialties
Physicians in specialty practice, retirees, corporate executives, business owners.
Additional Information
I am a CERTIFIED FINANCIAL PLANNER®, Certified Fund Specialist, and Accredited Investment Fiduciary®. I graduated from St. Mary’s College in Winona, Minnesota with a bachelor’s degree in Business Administration and Economics. I founded Leonetti & Associates, Inc. in 1982 and was among the pioneers in championing fee-only planning, which has since become the standard in the industry. I am regularly named as one of the top financial advisors by Bloomberg Wealth Manager, listed in Medical Economics as one of the top 150 Financial Advisors for physicians and named as one of the top fifty Financial Advisors in the April 2008 issue of Chicago Magazine. For 11 years I wrote the quarterly financial planning column for the Journal of the American Association of Individual Investors. My book, Retire Worry-Free was published in 1993.
NAPFA Start Date
July 01, 1983
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