Leonard Valletta is a Magna Cum Laude graduate of Siena College and holder of a Master’s Degree in Financial Planning. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner through the Certified Financial Planner Board of Standards, Inc. Mr. Valletta is past president of the Financial Planning Association of Northeastern New York, and continues to serve on a committee for the association. He has been in practice since 1984, all with Albany Financial Group.
Len is a fully trained and registered professional experienced in comprehensive financial planning and money management for individuals and small businesses. His particular areas of expertise are Retirement Planning, Investment Management and Estate Planning. He is deeply committed to helping people pursue their financial goals and feels a strong sense of responsibility to help his clients enjoy the money that they have worked so hard to acquire.
He is also one of WRGB’s (channel 6) Answers Team members and is called upon frequently to comment on the market and other financial planning topics. Len has also made several guest appearances on WTEN (channel 10), WNYT (channel 13), YNN (channel 9), and is an occasional contributor to the Capital District Business Review, the Daily Gazette and the Albany Times Union. He is a member of LPL Financial’s prestigious Chairman’s Council, which less than 2% of the companies 13,000 plus representatives qualify for. Len is also a member of the Private Advisor Group’s Advisory Board where he assists his registered investment advisor with key business decisions regarding the support and services the board provides to help other advisors like himself across the country.
He resides in Guilderland with his wife, Patty, and their children Marissa and Michael.