Leyder Murillo (CFP®, MBA)
Leyder Murillo focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- AUM
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Alternative or Private Investments
- AUM
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
Planning Specialties
- Real Estate investment valuation
- Student loan repayment options and refinancing
- Debt management
- College savings
- Small business cash flow and debt management
- Tax planning strategies
- Employee benefits optimization
Additional Information
You can call me Aiden; it's perhaps easier to pronounce than Leyder (Lay-Dare).
I am a fee-only fiduciary and independent financial advisor, and my firm is Wolfpack Wealth Management. I bring accessible wealth management services, such as financial planning and investment management services, to teachers/educators, married couples, young professionals, and business owners who want to secure their financial future. ?I do not have any income requirements or minimum investable asset requirements. I provide clients the solution to regaining their freedom to focus on what they are most passionate about while becoming confident about their financial future by understanding it.
I have been in the wealth management industry since 2013. I have worked extensively with clients, from small, medium, and large net-worth individuals to large institutional clients.
My journey to open an independent financial advisory firm began after noticing that many firms create many income requirements and minimum investable assets requirements for clients. I felt that there was a massive void in the industry for others who did not meet such steep requirements that needed access to financial advice. Also because everyone needs a "financial wolfpack" because finances can be confusing. The completion of my MBA in Finance from Pepperdine University provided me the entrepreneurial skills but also provide the necessary tools for finance. I am passionate about helping my clients reach their financial goals.
I chose to follow a job that I am passionate about. I keep reminding my clients that they should also focus on what they are passionate about and not worry about their finances. Clients should instead focus on what they do best rather than stress about their finances.
I am a Level II Chartered Financial Analyst (CFA) exam candidate.
NAPFA Start Date
July 22, 2020