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Nancy Leon

Financial Advisor Associate

Nancy Leon

My passion for the financial industry stems from a young age. While personal finance was not taught in school, I knew that it was an important topic. I made it a priority to apply the lessons to my everyday life and share my real-life experiences with others.

I have 12 years of experience within the financial services industry. Before joining Urban Wealth Management, I worked at a Fortune 500 bank. Working in banking provided me with the tools and resources to learn more about debt management. It was during this time that I worked towards my financial goals and paid off my student debt much sooner than anticipated. This fueled my passion for educating clients so that they too could have that feeling of accomplishment. I participated in programs to bring financial literacy to local schools and businesses. It's highly rewarding to share knowledge with the community and individuals by having an impact on helping them achieve financial success. I specialize in helping individuals, families, and businesses identify short- and long-term financial objectives and addressing financial concerns in order to make informed financial decisions.

I received a Bachelor of Science degree in Business Administration with a concentration in Finance from California State University, Long Beach. I currently reside in Long Beach and enjoy the diversity the city has to offer. In my spare time, I love spending time with my family and friends, traveling, working out, and exploring different types of cuisines.

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