Leonard J. Picone, CFP®, AWMA®, AIF®

Leonard J. Picone, CFP®, AWMA®, AIF®

Financial Planner

Phone: (716) 635-6869
Fax: (716) 635-6843
Mobile Phone: (716) 465-1421

Len joined the firm in 2006.  He is a graduate of SUNY University at Buffalo School of Management with a concentration in Finance, and also earned the professional designation of CFP® (Certified Financial Planner) from The College of Financial Planning's Certified Financial Planner curriculum as well as the Accredited Wealth Management Adviser (AWMA) designation.

He has been a John Hancock Financial Network ACE "Achieving Client Excellence" award winner each year since 2007 and has been a member of the prestigious MDRT (Million Dollar Roundtable) each year since 2008.

Len is an active member with the Buffalo chapter of NAIFA (National Association of Insurance and Financial Advisors) and the WNY Financial Planning Association.

He resides in Orchard Park, NY with his wife, Dana, and four children, Nicholas, Ella, Anna and Sophia.