Leo Irizarri
Principal
Leo Irizarri founded Wealth Transfer Consultants in 2016 with a clear goal in mind: to make financial planning less complicated and more personal.
A financial professional who can offer insurance products and services, Leo strives to create an environment where clients feel like they’re chatting with a friend who just happens to know a lot about finances. He considers the conversations he has with clients the best part of his day, taking time to learn the ins and outs of their unique stories and becoming invested in helping them reach their desired outcomes.
Leo earned a bachelor’s degree in finance from the University of South Florida in 2007. His first clients were his own parents, a source of great pride for Leo. In the years since, he’s been laser-focused on helping other families achieve their ideal retirement. Leo stresses safety, simplicity and authenticity while settling for nothing less than excellence: “Every plan I help build is one I would create for my mom,” he says.
Leo has called Tampa, Florida, home for more than 20 years, residing there with his wife, Vanessa, and three kids: Micah, Elizabeth and Sam. Whether he’s out fishing, hitting the gym or savoring a good cigar, Leo’s all about enjoying the simple things in life — just like he advises his clients to do with their wealth.