Leo Tropeano, CPA®, MBA®, CGMA®
Leo Tropeano, CPA®, MBA®, CGMA®
Leo is an Investment Advisory Representative of Tilson Financial Group. With TFG for 24 years, Leo specializes in financial analysis and planning as well as wealth management and estate/income tax planning.
He is a member of the American Institute of Certified Public Accountants as well as New Jersey State Society of Certified Public Accountants. He has a Bachelor of Science in Commerce with a major in accounting and a master’s degree in business administration.
Leo currently resides in Lambertville with his wife. He has two children and two grandchildren and loves spending time with his family. Leo is an avid guitar and music fan and enjoys soccer and other physical activities.
Learn More About Our Services:
Financial Planning
We provide clients with the full spectrum of planning services to help them better navigate all of life’s events. Our experience and insights will continue to support you as your needs mature and evolve.
Investment Management
Our firm’s investment management approach starts with discovering your short-term and long-term goals and then constructing and maintaining an investment portfolio built to your unique needs.
Senior Planning 360°
Today’s senior landscape is increasingly complex. Our approach manages your long-term needs, balancing longevity and prosperity in a holistic manner to ensure you are always prepared for what’s next.