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Joesph Leonard - Investment Advisor, Industry Consultant and Author


Mr. Leonard was the founder and CEO of his own investment company doing business throughout the Midwest. Currently he is the senior industry consultant for Coastal Investment Advisors, LLC, a company providing financial services throughout the southeastern United States. Mr. Leonard is dedicated to the education of his clients in estate planning, tax strategies, investment planning, and long-term care protection.

Joseph “Joe” Leonard has positioned himself with the top estate planning and elder law attorneys, putting him on the forefront of upcoming changes in the retirement industry. Joe was a member of the Million Dollar Round Table as one of the top insurance agents in the country. He is an Elder Care Planner, a Senior Advisor, and a trainer for retirement advisors. Joe was recognized in The Wall Street Journal as a 2005 Businessman of the Year and over the years has received numerous other awards as a top professional in the financial industry. Joe is the author of the book Your Money, Your Rights, Your Retirement, published in April 2006. He is a nationally recognized speaker and author on money management and has over 14 years experience in the financial field.

Joe Leonard Lives in Southport, North Carolina, with his wife and three beautiful daughters, Kamryn, Julianna and Isabella. When not consulting, writing, or speaking, he can usually be found on a golf course.

Joseph Leonard investment advisor in North Carolina

Recent Articles: Fortune Magazine - August 2009

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Coastal Financial Advisors
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Office: 910.457.7811 (toll-free 866.429.8242) | Fax: 910.457.7812 (toll-free 866.429.8243)
4956-2 Long Beach Rd. Southport, NC 28461