Michael Leabo, CRPS®
Associate Investment Advisor
As an Associate Investment Advisor, Michael plays a crucial role on the advisory team for each client. With a solid background in financial services, he is dedicated to bringing each client’s financial plan to fruition. He also serves on the Private Wealth Investment Committee.
Before joining Private Wealth, Michael gained experience in both advisory and administrative roles. As a financial advisor, he guided clients through various life changes, helping them achieve their goals. In his role as an investment sales administrator, he handled tasks such as maintaining compliance, managing correspondence and scheduling for Investment Advisor Representatives (IARs), building portfolios and providing insights from client and referral data for his team.
Outside of work, Michael enjoys experimenting with new recipes, playing chess, improving his golf game and spending time in nature. He and his significant other have a goldendoodle who loves to keep them active.
Years of Experience:
Educational Background
- The University of Iowa – Bachelor of Business Administration, Finance
Designations/Certifications/Classes
- SIE: Securities Industry Essentials
- Series 7: General Securities Representative
- Series 66: Uniform Combined State Law
- Life & Variable Life/Variable Annuity
- Chartered Retirement Plans Specialist (CRPS®)
Community Involvement
Personal Q&A
What quality/qualities make you stand out to your clients or coworkers?
I am curious, honest, attentive and diligent. Clients choose to come to me because they know that I am dependable and give thoughtful analysis when they need it most.
Where are you from? Where did you grow up?
I was born and raised in Davenport, Iowa.
What are your hobbies or favorite things to do in your free time?
I enjoy trying new recipes, playing chess, slowly improving my golf game and spending time in nature.
Favorite TV show, movie, or band?
Succession, Interstellar, and Mt. Joy.
What motivates you or makes you happiest in your role?
Bringing clients from a place of uncertainty to a place of reassurance. Watching clients’ aspirations from years past come to life in their present reality.
What is the best piece of financial advice you ever received?
Investing early with consistency is the best path towards financial success.
Where is the coolest place you’ve ever visited, or want to visit?
Evergreen, Colorado, with a dusting of snow, is the perfect slice of nature. My dream is to make a trip around the Mediterranean one day.
Favorite Food?
It’s tough to pick just one, so my top three are: a quality deli sandwich, Quesarita tacos and chicken tortilla soup.
Tell us about your family, pet(s) or give a fun fact about yourself!
My significant other, Natalie, is a Doctor of Occupational Therapy and is the sweetest person I know. Together, we have an adorable goldendoodle, Sunny, who loves to keep us active. A fun fact is that while I was at a baseball tournament in 8th grade, I got to pretend I was a freshman as the high school team was short on players. They were facing a good pitcher, but since the mound was further back, the pitches seemed so slow. I was the only person to get a hit all game.