Financial Advisors Want to Know: How to Navigate a Successful Partner Split - Ep 33 Rich LeBranti
Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.
In today's episode, we have Rich LeBranti. A graduate of Malden Catholic High School and Stonehill College, Rich transitioned from a potential medical career to financial planning in 2000. He co-founded Doble LeBranti Financial Group, which merged with Axial Financial Group in 2023. He is a CERTIFIED FINANCIAL PLANNER™ and actively participates in his alma mater's alumni association and mentoring programs, always eager to help others navigate their financial futures.
Rich LeBranti is a lifelong Massachusetts native living in Andover with his wife, Nadine, and their two teenage daughters. He enjoys taking the girls to dance and soccer games, and he cherishes dinner dates with Nadine. A Boston Celtics fan, Rich loves exploring summer spots like Castle Rock in Marblehead, NYC, and Old Orchard Beach, ME, where his family has a beach home. In winter, they enjoy skiing in Stowe, VT.
Connect with Rich:
https://www.linkedin.com/in/richlebranti
rlebranti@axialfg.com
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https://www.linkedin.com/in/ctindallcpa/
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admin@dominiones.com
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