About Leonard Financial Solutions
Fiduciary Wealth Management
A Registered Investment
Advisor You Can Trust
Leonard Financial Solutions is a fiduciary Registered Investment Advisor serving clients with $500K–$5M in investable assets. As a fiduciary, we are legally required to act in your best interest on every advisory recommendation. Not in the interests of a fund company or product manufacturer. That's the standard we hold ourselves to.
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We bring together investment management, tax planning, retirement income, Medicare, Social Security, and estate planning under one roof. You stop managing five separate professionals who don't talk to each other. You start working with one coordinated team that sees the whole picture and makes sure every decision accounts for all the others.
Jonathan Leonard
CEO & Founder
Jonathan Leonard is the Founder and CEO of Leonard Financial Solutions, a fiduciary Registered Investment Advisor. He works directly with clients to...
John Termun
President of Medicare Planning
John is a dedicated professional with a strong educational background, having earned his undergraduate degree in Finance and a graduate degree in...
Corinne Gierman
Director of Business Operations
Corinne Gierman brings more than a decade of experience in team leadership and operational efficiency. Throughout her career, she has built...
Jane Coralluzzo
CPA
Jane Coralluzzo, CPA, is the owner at Jane Coralluzzo, LLC. She provides expertise and knowledge with income tax planning for businesses and individuals.
Nick Coralluzzo
CPA, MBA, EA
Nick is a licensed CPA and Enrolled Agent and has been a part of the team since 2016. He earned his Bachelor of Science in Accounting from Stockton University in...
Tim Ackerman
Financial Advisor
Tim Ackerman is a Financial Advisor with Leonard Financial Solutions, where he focuses on helping clients make confident, informed decisions about...
Jim Burch๏ปฟ
Estate Planning
Jim is the founder and CEO of Easy Legal Planning, a document preparation service helping individuals and families across all 50 states...
Take the Next Step
Let's Build Your Retirement Plan
You've met the team. The next step is seeing what a coordinated plan looks like against your specific numbers. On your Chain Reaction Audit, Jonathan walks through your current financial picture, identifies where your strategy is exposed, and shows you what working with one coordinated team could mean for your retirement. No pressure. No product pitch. Just clarity.
