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Joe Leoncio, CFP®, MBA

Joe Leoncio, CFP®, MBA

Vice President, Wealth Planner

location of Joe Leoncio, CFP®, MBAMcLean, Virginia, United States

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  • Timeline

  • About me

    Vice President, Wealth Planner at Fidelity Investments

  • Education

    • Virginia Military Institute

      -
      Bachelor of Science - BS

    • Marymount University

      2009 - 2011
      Master's Degree Business Administration and Management, General

  • Experience

    • Fidelity Investments

      May 2018 - now
      Vice President, Wealth Planner

  • Licenses & Certifications

    • Firefighter

      NATIONAL FIRE PROTECTION ASSOCIATION
      Mar 2024

    • CERTIFIED FINANCIAL PLANNER™

      CFP Board of Standards
      Aug 2015

    • Certificate of Proficiency for Navigating in Mediterranean Waters

      US Sailing
      Oct 2020

    • Emergency Medical Technician

      National Registry of Emergency Medical Technicians
      Dec 2022

    • Chartered Retirement Planning Counselor™

      College for Financial Planning
      Oct 2016

    • Private Pilot - Airplane Single Engine Land

      Federal Aviation Administration
      Jun 2021