Leland Penno

Financial Advisor

Washington DC, District of Columbia

Professional Profile

Call Me When

Call Me When... You or clients need planning based,family wealth management.

Contact Method

2028629101

Profession

  • Banker
  • Insurance
  • M&A Intermediary
  • Wealth Planner
  • Professional Certifications

    Functional Expertise

  • Cash management
  • Charitable giving
  • Family business
  • Finance
  • Investments
  • Lending
  • Philanthropy
  • Retirement
  • Business Focus

    Asset management and Family Wealth planning

    Transition Planning Certification

    Client Industries

  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Client Results

    Membership

    DC Metro

    Member Since

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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