Leonard Wheeler, Registered Representative with Nylife Securities LLC - (415) 720-1440

Financial Services Professional offering securities products and services through NYLIFE Securities LLC.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies . I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

Greater San Francisco General Office
425 Market Street, Ste. 1600
San Francisco, CA 94105
Cell: 415-720-1440

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

I am not licensed in all jurisdictions.
CA Ins. Lic. # 0J07576

Tags: Estate Planning