Tripp Leonard CFP®, AIF®, CEPA®
Professional Experience:
Tripp Leonard is an equity partner of Irongate Capital Advisors. Since 1994, he has worked with private businesses, their owners, and their key people in the areas of business succession planning, capital allocation & investment management, risk management, and employee benefits. His practice is focused on fee-based corporate & personal financial planning and investment advisory services for individuals, corporations, and qualified retirement plans.
Mission Statement:
Financial Independence affords security, flexibility, and opportunity---the security that comes with taking care of your family financially; the flexibility to choose the work & service for which you are passionate; the opportunity to reach back and help others. Independence is the end that wealth serves. Our mission is to help those people with whom we have a working relationship to define, plan for, and pursue their financial independence.
Education:
Tripp graduated with honors from University of Richmond’s Robins School of Business (1994) where he received a Bachelor of Science degree in Business Administration.
Professional Affiliations and Certifications:
- Certified Financial Planner™ Professional–CFP®
- Accredited Investment Fiduciary–AIF®
- Investment Advisor representative of Cetera Investment Advisers
- Registered representative of Cetera Advisor Networks
- Series 7, 6, & 65 Registrations
- Life & Health licensed
