80 Wolf Road, Suite 301 Albany, NY 12205
"Read last year's market predictions and you'll never again take this year's predictions seriously."
"The highest form of wealth is the ability to wake up every morning and say, 'I can do whatever I want today...' The ability to do what you want, when you want, with who you want, is priceless. It is the highest dividend money pays."
-- Morgan Housel
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.
Paraplanner to Leonard F. Valletta, CFP®, MS
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...
Executive Assistant to Leonard F. Valletta, CFP®, MS
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...
Administrative Assistant to Leonard F. Valletta, CFP®, MS
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...
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...
Laurie joined Albany Financial Group in December 2018. She job shares with Mary Beth Flagler as a part-time receptionist and administrative assistant to Len Valletta. Laurie’s goal is to make sure clients have a pleasant...