Michael E. Leonetti, CFP^®, CFS^®, AIF^®

FOUNDER, LEONETTI & ASSOCIATES

Michael E. Leonetti is a CERTIFIED FINANCIAL PLANNER^® professional, and holds the Certified Fund Specialist^® (CFS^®) and Accredited Investment Fiduciary^® (AIF^®) designations. He graduated from St. Mary's College in Winona, Minnesota with a Bachelor's degree in Business Administration and Economics.

Mike founded Leonetti & Associates, Inc. in 1982 and was among the pioneers in championing fee-only planning. He is a founding and current member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association and the Investment Management Consultants Association. Mike is an investment advisor representative and successfully passed the Series 7, 63 and 65 examinations. In addition, Mike has been recognized as a Five Star Wealth Manager* (2012-2022).

For 11 years, Mike wrote the quarterly financial planning column for The Journal of the American Association of Individual Investors. Articles by or about him have been published in Medical Economics, Money Manager Review, Money, Chicago Sun-Times, Chicago Tribune, Crain’s Chicago Business, Investing, Sylvia Porter’s Personal Finance, Financial Planning, and The Wall Street Journal. His book, Retire Worry-Free, was published in 1993.

Mike has been involved with Omni Youth Services and Illinois Special Olympics. He was the title sponsor of the Leonetti & Associates Omni Classic to benefit Omni Youth Services, and donated all of his book royalties to the Special Olympics.

His hobbies are golfing, working out and reading.

*Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this material should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com displayed.