Optivest, Inc. welcomed Leon James, CPF® to the team in March 2014 as the Senior Managing Director of Optivest Retirement Strategies, LLC. He has deep experience and knowledge regarding the complex issues of retirement planning, including IRAs & 401(k)s, pensions, social security, income annuities and life insurance. Leon has been providing sound investment advice for over 25 years with an emphasis on helping people develop a strategic vision for building, managing, and distributing their retirement assets. Leon’s most recent position was Senior Financial Advisor for Anchor Capital Management Group, a private money management firm. A respected author, most recently published articles include, “The IRA Distribution Tax Trap”, “Retirement Plan Distributions – Developing 30 Years of Income”, and “An Institutional Approach for Individuals” (Investment Advisor Magazine).
Leon holds many distinguished designations including: Certified Financial Planner (CFP), and Certified Retirement Financial Advisor (CRFA) dedicated to the distribution phase of retirement planning. The emphasis of a CRFA is on increasing retirement income, reducing or eliminating taxation of Social Security benefits, and protecting retirement assets from the erosion of inflation and taxes.
Leon is an honored member of the Cambridge Who’s Who Registry of Executives and Professionals. Named as Executive of the Year for 2007-2008 representing investment management by the Membership Selection Committee.
For more detailed information about Optivest Retirement Strategies, please visit www.optivestrs.com
Meet Our Other Staff Members:
Mark Van Mourick
Bart Zandbergen
Leslie Calhoun
Stella Choi
Dee Cinquegrani
Glori Crumpley
Ashlee Enzensperger
Shannon Kavlich
Lisa Rae