Our Mission

Albany Financial Group has been helping individuals, families, and businesses since 1973. We are proud of our quality client service. Our Financial Advisors guide you through the process of establishing a successful financial plan and nurture it through economic and personal changes.

Our pledge is to make every conscientious effort to give the same value of service as we would apply to ourselves. In essence, it’s our family helping your family.

Leonard Valletta, CFP®, MS  

CERTIFIED FINANCIAL PLANNER™

Named Among Best-In-State Advisors, Forbes 2020 & 2021

 LValletta@AlbanyFinancial.com 


Leonard Valletta, is a Magna Cum Laude graduate of  Siena College and holder of a Masters Degree in Financial Planning. He is also a CERTIFIED FINANCIALPLANNER™  (CFP®)  practitioner through the Certified Financial Planner board of Standards, Inc. Mr. Valletta is a committee member and past President of the Financial Planning Association of Northeastern New York. He has been in practice since 1984, all with Albany Financial Group. He also serves the role of LPL Registered Principal for the office.  

Len is a registered and licensed 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 realize their financial goals and feels a strong sense of responsibility to help his clients enjoy their money that they have worked so hard to acquire.   

Len has been named one of Forbes Best in State Wealth Advisors, both in 2020 and 2021. This designation is made in conjunction with the research firm Shook and is based on interviews conducted, industry experience and other qualitative criteria.

He served as one of WRGB’s (channel 6) experienced financial professionals and was called upon frequently to comment on the market and other various financial planning topics. He has also made several guest appearances on WTEN (channel 10), WNYT (channel 13), Capital News 9, and is an occasional contributor to the Capital District Business Review, the Schenectady Gazette and the Albany Times Union. Len is also a member of LPL Financial’s prestigious Chairman’s Council, which less than 2%* of the companies 14,000 representatives qualify for. 

He resides in Schenectady with his wife Patty.

*Achievement is based on annual production among LPL Advisors only.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

About My Team

Steve Kennedy, CIMA®,CFP®,CDFA™

Paraplanner to Leonard F. Valletta, CFP®, MS

skennedy@albanyfinancial.com

Steve is a Certified Investment Management Analyst (CIMA®) professional, CERTIFIED FINANCIAL PLANNER™ (CFP®), CDFA™, who joined Albany Financial Group in 2016 and has been in the financial services industry since...

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Denise Williams

Executive Assistant to Leonard F. Valletta, CFP®, MS

dwilliams@albanyfinancial.com

Denise Williams has been the Administrative Assistant for Len Valletta since 1999. Prior to working with Len, she had a similar career with another financial services firm. Denise graduated from the State University of New York at...

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Mary Beth Flagler

Administrative Assistant to Leonard F. Valletta, CFP®, MS

mflagler@albanyfinancial.com

Mary Beth joined Albany Financial Group in November 2011 as a part time receptionist and is now serving as an Administrative Assistant to Len Valletta. Mary Beth’s focus in the office is to provide Len’s clients with the...

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Carrie Cronin

Administrative Assistant to Leonard F. Valletta, CFP®, MS

ccronin@albanyfinancial.com

Carrie began working as full-time Administrative assistant for Leonard Valletta and receptionist for the office in November 2014. She previously worked at another financial planning office as a receptionist and sales execution team...

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Austin Smith, E.A.

Paraplanner to Leonard F. Valletta, CFP®, MS

asmith@albanyfinancial.com

Austin joined Albany Financial Group in 2021 as a Paraplanner on Len Valletta’s team.Prior to joining AFG, he was an Associate Wealth Management Advisor and Senior Financial Planning Analyst with Atlas Private Wealth Management....

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Kelly Inglis

Administrative Assistant to Leonard F. Valletta, CFP®, MS

kinglis@albanyfinancial.com

Kelly joined Albany Financial Group as office manager in April 2022.Kelly is a graduate of SUNY Albany.  After graduation she moved to New York City where she spent the next 12 years working in finance and customer relations...

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