Leon James, CFP®

Leon James, CFP®

Senior Managing Director

Leon is the managing director at Optivest Retirement Strategies, where he helps people organize their financial priorities into a cohesive plan. He has deep experience and knowledge regarding the complex issues of retirement planning, including IRAs and 401(K)s, pensions, rollovers and transfers, Social Security and Medicare.

Leon has been providing sound investment advice for over 35 years with an emphasis on helping people develop a strategic vision for building, managing, and distributing their retirement assets. His most recent position was Senior Financial Advisor for Anchor Capital Management Group, a private money management firm. He is also a respected author and has most recently published articles including The IRA Distribution Tax Trap, Retirement Plan Distributions – Developing 30 Years of Income, and An Institutional Approach for Individuals, published in Investment Advisor Magazine.

 Leon holds many distinguished designations including: CERTIFIED FINANCIAL PLANNER™ professional (CFP®), and his specialty is on increasing retirement income, reducing or eliminating taxation of Social Security benefits, and protecting retirement assets from the erosion of inflation and taxes. Leon is also an honored member of the Cambridge Who’s Who Registry of Executives and Professionals. He was named as Executive of the Year for 2007-2008 representing investment management by the Membership Selection Committee.

Outside of the office, Leon enjoys traveling with his wife, reading, and physical training. He is also actively involved with The Optivest Foundation, which helps people locally, across the country, and around the world.