About Us

Vision & Values

Vision

To educate & empower individuals on holistic money management & financial literacy.
The wealth of the individual is the wealth of the nation.

A portion of profits is directed toward financial literacy and education initiatives.
This is our giving commitment — not a charitable solicitation, purchases are not tax-deductible.

Values

Integrity

We hold ourselves to the highest ethical standards in every interaction, ensuring our guidance is honest, transparent, and always in the best interest of those we serve.

Diligence

We approach every subject with rigor and care, continuously deepening our expertise so that the education we provide is accurate, thorough, and genuinely useful.

Privacy

We respect the sensitivity of financial matters. Your questions and conversations remain your own — we do not collect, store, or share personal information.

Meet the team

Founder & Team

Adrian Leon, CFA, MBA

Cornell University

VP & Financial Advisor at Insigneo

Adrian Leon is a CFA® Charterholder and a recent Cornell MBA graduate specializing in Global Asset & Wealth Management.

He possesses deep knowledge and practical experience in Estate Planning Law, Investments, and Taxes.

Adrian currently serves as Financial Advisor and Vice President at Insigneo, a financial services firm overseeing approximately $30 billion in assets for clients & families. Alongside his role, he is authoring a forthcoming book and spearheading an educational platform on Holistic Money Management & Financial Literacy.

He also holds the Series 65 license (Uniform Investment Adviser Law Exam) and brings unique insights and experience from a decade at Guggenheim Partners Latam.

Adrian is passionate about education and helping families and institutions with their Global Asset & Wealth Management needs by incorporating a holistic framework that integrates Law, Finance, and Tax — what he calls the Three Wealth Pillars.

JM

Cornell Law

Professor at Cornell University & Founder of JM Associates

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

JM

Temple & Villanova University

Professor at Cornell University

MB

Princeton & Yale University

Professor at GW

LC

Barcelona University & USC

Professor at Cornell University