Managing Director and Co-Founder of Capital Preservation Partners. Attorney, Certified Public Accountant and Certified Financial Planner® that specializes in estate planning and business law.
The CPP Team
Expert Professional Advice
Local Registered Investment Advisors Who Have Fiduciary Obligations To You, The Client
When you partner with CPP you join your neighbors. We are located in Westchester County, yet are ready to respond to you needs with our Wall Street experience. We are always available to answer your questions and concerns. Unlike giant banks and brokerage firms, you will speak to the same advisor who is thoroughly familiar with your portfolio and life circumstances.
Ilir Leo Gjoni, CFP®
After Graduating from Pace University, the Lubin School Of Business, he went on the earn the designation of Certified Financial Planner™. Leo is an experienced Vice President with a demonstrated history of working in the financial services industry. Throughout his career Leo has shown no matter where you are in life, he knows how to deliver the highest standard of financial planning service to make sure you’re on the right track. From planning for retirement to saving for college, Leo is willing to work with you to develop a comprehensive strategy to reach your short- and long-term financial goals. Alongside his experience a personal Financial Planner, Leo has collaborated with Third Party Administrators (TPA) to initiate pension plans for small business as well larger non for profit 501(c) corporations. Leo has made it a point to make himself available to all his clients via meetings, phone, or email. "In today's corporate world having a financial planner that knows the sound of your voice speaks volumes" - Leo Gjoni
