Leo Wai, FPQP®

Leo is a Financial Paraplanner at The Bridgeway Group, where he collaborates closely with our advisors to support clients in making well-informed financial decisions. He takes a holistic approach that integrates financial goals, retirement goals, insurance needs, and estate considerations into a comprehensive and cohesive financial plan.

Leo holds a degree in accounting and has been working in the financial services industry since 2019.  He is designated as a Financial Paraplanner Qualified Professional^SM (FPQP®).

A longtime resident of Alhambra, Leo enjoys spending time with his family and has a passion for traveling and exploring different countries.