Domenica L. Leitner- Financial Consultant AIF®, CDFA®

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Education:

Villanova University:   May 1998 – B.A. with concentration in International Business, Minor in Japanese

Licenses:

  • Series 7, 63, 65, 31 held through Cetera Advisors LLC
  • Registered Advisor with Cetera Advisors LLC
  • Life, Accident and Health

Designations: Accredited Investment Fiduciary ®

Languages: Italian and Spanish

Current Practice:

  • Personal Financial Planning
  • Business Insurance Planning
  • Retirement Distribution Planning
  • Estate Planning
  • Charitable Planning
  • Employee Benefits
  • Specialist in Divorce Financial Planning

Organization Affiliations:

  • Femfessionals Philadelphia
  • The Walnut Club

Background:

  • Regional VP @ Transamerica (PA, NJ, DE) – 2008 – 2013
  • Regional VP @ ING (Long Island, NY) – 2002 – 2008
  • Retirement Planning Specialist @ Morgan Stanley – 1999 – 2002
Investment Advisor Representative offering securities and advisory services through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.