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Wealth Management
Principal
Portico Wealth Advisors LLC
17 E. Sir Francis Drake Blvd., Ste., 218
Larkspur, CA 94939
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Jonathan Leidy has been a wealth management and retirement planning expert for more than 20 years.
As a founder of Portico Wealth Advisors, he is responsible for overseeing the firm's Retirement Plan Services division, a group that provides fiduciary support/advice to retirement plan sponsors and their participants throughout the Bay Area.
A Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER, and an Accredited Investment Fiduciary, he is also a seasoned advice provider and financial planning practitioner.