Management Team

Experienced Advisors

Kevin Leon, Regional Vice President

A background in football and athletics helped drive Kevin Leon to the top in the competitive financial services arena. His leadership, hard work and passion for the industry led him to develop one of the top producing offices at two independent financial planning firms.

After receiving his Business Administration degree from the University of Pittsburgh in 1993, Kevin began his career at a securities firm, eventually assuming the position of OSJ Branch Manager. He currently holds series 63, 7, 24, 65 and 51 licenses, plus the holds California Insurance License for Life & Health.

Today, he serves on the Board of Directors and as a Regional Vice President for Trilogy Financial Services. He is also a Registered Principal affiliated with National Planning Corporation. Kevin is experienced in many aspects of financial, tax and estate planning, especially in the areas of wealth accumulation, distribution strategies and wealth transfer strategies. He uses this knowledge to help clients understand that all areas are equally important to reaching their financial goals, as he believes in a complete planning approach.

A native Californian, Kevin and his wife, Amy, live in Orange with their two children, Allyson and Bradley. He enjoys golf, pool, poker, boating, watching sports and, most importantly, family time.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. 

Securities and investment advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements.  In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Trilogy Financial Services, Inc., and NPC are separate and unrelated entities.   NPC Privacy Policy