Leonel Calderon, MBA

Wealth Advisor

Leonel Calderon is a Wealth Advisor who believes the foundation of a successful financial relationship is a mutually enjoyable personal relationship resulting from providing white glove service, genuine care for his clients, and strong financial guidance. 

For almost 30 years, Leonel has been a passionate advocate for his clients and their families, positively impacting their lives while delivering an outstanding client experience through innovative strategic vision, candor, and a holistic approach to financial advisement.

Throughout his career, Leonel has participated in numerous local community organizations and activities, primarily focusing on youth sports, coaching boys' and girls’ basketball and softball teams for over ten years.  On weekends Leonel can be found somewhere on a golf course or playing pickleball. He lives in Westport, Connecticut, with his wife, and they have three children and two French bulldogs.

Leonel earned his Master of Business Administration (MBA) from Adelphi University. He earned his bachelor’s degree in finance from St. John’s University and holds Series 6, 7, 63 &65 securities registrations through LPL Financial.


Securities and investment advice offered through LPL Financial, a Registered Investment Advisor member FINRA/SIPC.  LPL Financial and Calderon Fortney Financial Group are separate entities.

*As reported by Financial Planning magazine, June 1996-2023, based on total revenue


Phone 888-229-1833
Fax 860-345-5326