Matthew Leopold

Matthew Leopold

Wealth Management Advisor

  • CFP®
  • RICP®
FINRA BrokerCheck
  • CA License: #0F26360

875 3rd Ave Fl 23,
New York, NY 10022
212-812-0589 Visit my website

About my practice

Matt Leopold is a Partner and Wealth Management Advisor with The Midtown Financial Group, and has over 17 years of experience guiding clients along their financial path. He believes in a planning based approach to managing all aspects of an individual’s financial life. He and his team share a philosophy that success starts with trust and a plan.

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