Leonel Calderon is a Wealth Advisor and trusted advocate for his clients. Affiliated with Northstar Wealth Partners, he currently operates his advisory practice out of the firm’s Shelton, Connecticut office. There he is housed with his business partner, Matthew Fortney. Leonel founded his practice over twenty-five years ago with the intention of improving the financial lives of his clients. Applying his extensive knowledge and strategic vision, Leonel has built a loyal clientele that values his candor and holistic approach to financial advisement. His affiliation with Northstar Wealth Partners, powered by LPL Financial further enhances the top-shelf resources and spectrum of strategies his clients enjoy. Northstar is one of the largest offices aligned with LPL Financial in the New England region, based on overall production. LPL itself is recognized as the largest independent broker dealer in the United States.* Northstar Wealth Partners was recognized by the Hartford Business Journal and MetroHartford Alliance as a Business Champions Award Winner in the category of revenue growth. Business Champions recognizes the Hartford Region’s fastest growing private companies that have experienced phenomenal revenue, job growth, workforce development and sustainability.**
Leonel’s belief in wealth preservation and risk management as the foundation for a strong financial future has proven to be key differentiator over the course of his career. He is typically referred to new clients by the families, business owners and senior executives he currently serves. By applying an integrated technique for asset allocation, diversification and rebalancing Leonel philosophically sets himself apart from his peers. Prior to joining Northstar Wealth Partners, Leonel was a Senior Financial Planner and Financial Services Executive with Barnum Financial Group, a MetLife office. Before his fifteen years with Barnum, he was affiliated with Reliance National Insurance Company.
Calderon holds his Series 6, 7, 63 securities registrations are held with LPL Financial. His Series 65 is held with Northstar Wealth Partners. He earned his Masters of Business Administration (MBA) from Aldephi University and his Bachelor’s degree in Finance from St. John’s University. In his personal time Leonel is an avid sportsman, and enjoys giving back to the community he serves by coaching youth basketball and softball. He is also an active golfer. Leonel happily resides in Westport, Connecticut with his wife and three children.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Northstar Wealth Partners, a Registered Investment Advisor and a separate entity from LPL Financial.