Open to opportunities

Arnaldo Leon

@arnaldoleon

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Experienced financial strategist with a focus on generational wealth building.

United States

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What I'm looking for

I seek a role that values strategic thinking and offers opportunities for growth and impact.

I am a strategic and client-focused professional with over 13 years of leadership experience in security operations and financial services. My journey began in the security industry, where I served as an Executive Officer and Security Advisor, leading over 200 personnel and managing more than 30 client sites across various sectors. My efforts in developing safety protocols significantly reduced liabilities and enhanced operational efficiency.

Since 2022, I have transitioned into the role of Financial Strategist, where I assist families and business owners in creating tax-advantaged retirement plans and protecting their assets. My unique blend of real-world risk management and financial expertise allows me to deliver holistic solutions that not only secure lives but also build legacies. I take pride in guiding my clients towards informed financial decisions that align with their long-term goals, ultimately fostering generational wealth.

Experience

Work history, roles, and key accomplishments

Current

Financial Strategist / President

Current

Planwise Partners, LLC

Jan 2020 - Present (5 years 6 months)

Delivered comprehensive financial strategies tailored to the unique needs of families, professionals, and business owners. Specialized in tax-efficient retirement planning, asset protection, business funding solutions, and legacy building through life insurance and annuity strategies.

Financial Planning Asset Protection Client Relationship Management Wealth Management Financial Risk Management

President / CEO

COD Protection Services

Jan 2016 - Dec 2021 (5 years 11 months)

Directed all operational functions, client contracts, and training protocols for the company. Managed and oversaw the daily operations to ensure efficiency and compliance.

Operational Management Contract Management Training Protocol Development Security Operations Business Leadership Risk Management Compliance Strategic Planning

Vice President & President Roles

Security Industry

Jan 2010 - Dec 2018 (8 years 11 months)

Oversaw multi-site operations across Puerto Rico, managing over 200 security officers and 30+ accounts. Led recruitment, compliance, and client satisfaction for public safety programs.

Multi Site Management Recruitment Compliance Public Safety Programs Leadership Risk Management

Education

Degrees, certifications, and relevant coursework

International NLP Trainers Association & Podium

Practitioner & Master, Neuro-Linguistic Programming

Currently pursuing certifications in Neuro-Linguistic Programming (NLP). Developing advanced skills in communication, personal development, and behavioral change.

John Maxwell Leadership

Certification, Leadership

Currently undertaking the John Maxwell Leadership Certification program. Enhancing leadership capabilities and understanding of influential leadership principles.

Dale Carnegie

Certification, Leadership and Communication

Completed training in effective communication and leadership principles. Developed skills in public speaking, interpersonal communication, and team motivation.

ASIS

Certification, Security Management

Acquired expertise in Crime Prevention Through Environmental Design (CPTED) site assessment. Learned to identify and mitigate security risks in various environments.

Select International

Certification, Protective Services

Received specialized training in protective detail and surveillance detection techniques. Gained proficiency in close protection and counter-surveillance strategies.