Michael T. Leonard ChFC®, CRPC®
Partner
Financial Planner
Michael Leonard, a Financial Planner and Partner at Academy Financial Inc., offers comprehensive planning services for individuals. He also focuses on retirement planning as well as life, health, disability and group insurance for our clients. Mike has been a registered representative since 1991 with Lincoln Financial Advisors Corp. He was the recipient of the 2007 LFA Legacy Award.
*The Legacy Award is an internal award given to an individual who excels in sales and/or management achievements, educational attainments, service to organizations within our industry and in the community.
Areas of Expertise
- Business Succession Planning
- Retirement Planning
- Estate Planning Strategies
- Wealth Management
Personal Information
Mike resides in Phoenix, MD with his wife Melissa, and his two sons, Davis and Gavin. He enjoys fishing and spending time at the beach.
Community Involvement
Mike is a member of the National Association of Insurance and Financial Advisors (NAIFA), was a board member for NAIFA from 2000-2008, a past president and board member of the NAIFA- Baltimore Charitable Foundation, Inc. from 2000-2010. Active Member of SFSP (Society of Financial Service Professional) 2010 – current.
Certifications
- FINRA Registrations: Series 7, 65, 63 and 6
- Life and Health Insurance Licensed
- Chartered Financial Consultant (ChFC) designation
- Chartered Retirement Planning Counselor (CRPC) designation
Education
BS, Loyola College