Guilian Dileonardo, Cfp®

Guilian Dileonardo, Cfp® Email and Phone Number

Managing Director and Wealth Advisor @ Liberty One Wealth Advisors
Philadelphia, PA, US
Guilian Dileonardo, Cfp®'s Location
Greater Philadelphia, United States, United States
About Guilian Dileonardo, Cfp®

As a founding partner of Liberty One Wealth Advisors, Guilian works with clients in the areas of investments, retirement planning, tax and estate planning, and business succession planning to provide financial peace of mind. Prior to co-founding Liberty One, Guilian earned his CERTIFIED FINANCIAL PLANNER™ designation and spent five years as a Financial Advisor at Merrill Lynch.In addition to building relationships with many new clients and members of their families, Guilian helps develop integrated financial strategies that allow clients to enjoy enduring financial benefits – the kind that can preserve family wealth and values from one generation to the next. Guilian is a graduate of Philadelphia’s St. Joseph’s Preparatory School and the University of Miami, where he earned a Bachelor of Business Administration degree in Finance and Entrepreneurship. Guilian makes his home in South Philadelphia with his wife Angela and enjoys spending time with his family in Longport, New Jersey.

Guilian Dileonardo, Cfp®'s Current Company Details
Liberty One Wealth Advisors

Liberty One Wealth Advisors

View
Managing Director and Wealth Advisor
Philadelphia, PA, US
Employees:
8
Guilian Dileonardo, Cfp® Work Experience Details
  • Liberty One Wealth Advisors
    Managing Director And Wealth Advisor
    Liberty One Wealth Advisors
    Philadelphia, Pa, Us
  • Liberty One Wealth Advisors
    Managing Director & Wealth Advisor
    Liberty One Wealth Advisors Sep 2021 - Present
    Philadelphia, Pennsylvania, Us
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Jul 2017 - Sep 2021
    New York, Ny, Us
  • Merrill Lynch
    Wealth Management Professional
    Merrill Lynch May 2014 - Aug 2016
    New York, Ny, Us
  • Vector Marketing
    Sales Representative
    Vector Marketing Jun 2013 - Aug 2013
    Olean, Ny, Us

Guilian Dileonardo, Cfp® Education Details

  • University Of Miami
    University Of Miami
    Finance & Entrepreneurship
  • St. Joseph'S Prep
    St. Joseph'S Prep
    High School

Frequently Asked Questions about Guilian Dileonardo, Cfp®

What company does Guilian Dileonardo, Cfp® work for?

Guilian Dileonardo, Cfp® works for Liberty One Wealth Advisors

What is Guilian Dileonardo, Cfp®'s role at the current company?

Guilian Dileonardo, Cfp®'s current role is Managing Director and Wealth Advisor.

What schools did Guilian Dileonardo, Cfp® attend?

Guilian Dileonardo, Cfp® attended University Of Miami, St. Joseph's Prep.

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