+1 (424) 277-2260

Free Portfolio Risk Analysis

Share

Nancy Leon

Financial Advisory, Analyst

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.

ADV Part 3 - Customer Relationship Summary

Privacy Policy|Terms and Conditions

Copyright © 2013-2023 Urban Wealth Management. All rights reserved.

Advisory services offered through Urban Wealth Management Group LLC, an SEC Registered Investment Advisor.

The views expressed represent the opinion of Urban Wealth Management LLC. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While Urban Wealth Management LLC believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and Urban Wealth Management LLC view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Investing in securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles, or from economic or political instability in other nations. Past performance is not indicative of future results.

The links listed on our website offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of UWM. UWM does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. UWM does not necessarily endorse or recommend any commercial product or service described at these websites.

We use cookies to offer you a better browsing experience and to analyze site traffic. By continuing to use our website, you consent to the use of these cookies.