CHIEF FINANCIAL OFFICER STRATEGIST

Leon Rafou is a CFO Strategist for the LPL Business Strategy Services team. He provides advisors with actionable insights based on financial analysis and strategic planning to help drive higher practice valuations. Leon has over 14 years of experience in the financial services industry including positions in Business Banking, Private Banking and Wealth Management. Most recently, he served as a Wealth Management Banker with U.S. Bank and managed a high-net-worth book of business with several partners including Wealth Management Advisors and Wealth Strategists. Leon received a Bachelor’s Degree in Organizational Management from Point Loma Nazarene University in San Diego, California. He holds his FINRA Series 7 and 63 licenses and also maintains his California Life and Health Insurance designations.