Our Team
Collaborative Support For Enduring Success
We’re passionate about what we do, and our team members work together to provide comprehensive, attentive service. We each gain a deep understanding of your financial life so you have an entire team dedicated to serving you and supporting your goals. We are your lifelong financial partners, ready to offer personalized advice and guidance whenever you need.
Alejandro Leal
Founder & Principal, Holistic Financial Strategist
Since 2010, Alejandro Leal has been dedicated to providing holistic financial strategies for business owners, individuals, and families, helping them protect their assets and achieve long-term financial objectives. Having built his own business from the ground up in New York City, he relocated to Miami in 2015, where he continues to guide clients in wealth creation, asset conservation, and tax-optimized risk management solutions.
With a strong commitment to ongoing education, Alejandro has developed expertise in estate planning, business succession planning, family governance, retirement planning, and gifting strategies. His work places a particular focus on transnational planning strategies and solutions.
Legal & Financial Background
Before transitioning into the financial services industry, Alejandro earned Law Degrees from Universidad Católica Andrés Bello (UCAB) in Caracas, Venezuela, and Universidad Nacional Autónoma de Nicaragua (UNAM). He spent over 12 years as a Legal Adviser in both the private and public sectors across Latin America. From 2002 to 2007, he served as Advisor to the Presidency of the Republic of Nicaragua, where he played a key role as National Prosecutor for Financial Affairs in the Attorney General’s Office.
Personal
When he’s not working, Alejandro enjoys spending time with his wife, Clarisa, and their son, Alejandro Ernesto, whose youth baseball and jiu-jitsu journey he follows very closely.
Professional Achievements
Alejandro has consistently demonstrated excellence in the financial industry, earning multiple accolades, including:
2013 & 2014 – New Org Agent of the Year, Manhattan General Office, New York Life Insurance Company
2015, 2016, 2017 & 2019 – Junior Established Agent of the Year, Great South Florida Office, New York Life Insurance Company
5-Time Qualifier – New York Life Insurance Company’s Executive Council, most recently in 2025
5-Time Qualifier – New York Life Insurance Company’s President’s Council
4-Time Qualifier – New York Life Insurance Company’s Chairman’s Council
Lifetime Member – Million Dollar Round Table (MDRT) – Top of the Table (Recognized as the top 1% of financial professionals worldwide)
Member – National Association of Insurance and Financial Advisors (NAIFA)
South Florida Office’s Political Involvement Leader (PIL) – New York Life Insurance Company
Alejandro’s expertise, dedication, and client-centered approach continue to set him apart as a trusted financial professional.
The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Council is an annual New York Life recognition program based on agent production from July 1- June 30.
Alejandro Delfino
Founder and Principal, Specializing in Premium Finance Strategies
With a strong background in finance and business administration, Alejandro Delfino brings a wealth of experience to the insurance and succession planning industry. Holding a Bachelor’s degree in Business Administration and a Master’s in Finance, he spent over eight years in the operations and marketing sectors of a family-owned paper manufacturing company before transitioning to the financial industry.
Financial Background
A seasoned investor with over 20 years in the equity markets, Alejandro has dedicated the past seven years to helping individuals and families navigate insurance, estate, and succession planning. His expertise and commitment to excellence have earned him membership in the prestigious Million Dollar Round Table (MDRT) for over six years, a distinction recognizing top financial professionals worldwide.
Alejandro has focused his practice on succession and estate planning, retirement planning, and gifting strategies to help clients maximize tax efficiency and preserve their wealth for future generations. Motivated by a deep passion for helping others achieve financial security and peace of mind, he prioritizes building long-lasting client relationships through personalized and strategic planning.
The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Personal
Beyond his professional endeavors, Alejandro is a proud father to Diego and Sienna, and is a dedicated man who finds inspiration in ensuring his loved ones are well taken care of. An avid sports and fitness enthusiast, he enjoys competing and traveling with his family, always striving to push his limits both personally and professionally.
Professional Achievements
2021 - New Org agent of the year, South Florida General Office, New York Life Insurance Company.
2024 - Executive Council South Central Agencies Life Production Leader.
2024 - Recipient of South Central Agencies Ben Feldman Life Award of Excellence.
2019 -2025 Council Qualifier, (most recently, Executive Council 2024) New York Life Insurance Company.
Council is an annual New York Life recognition program based on agent production from July 1- June 30.
Reinaldo Wahnon
Founder & Principal, Financial Professional
With over two decades of experience in the financial industry, Reinaldo Wahnon brings a deep well of knowledge, integrity, and client-centered service to his practice. His approach is shaped by years of leadership in banking and his commitment to helping individuals and families achieve long-term financial security. Reinaldo’s career has been marked by a clear focus: guiding clients through personalized, strategic planning rooted in both expertise and trust.
Financial Background
Reinaldo began his professional journey at a globally recognized bank, where he was selected as one of the top graduates and underwent extensive training for senior management roles. His capabilities in leadership and finance quickly propelled him to the position of Head of Global and Commodity Corporates at a young age. He later advanced to serve as a bank Executive Director, gaining valuable experience in managing financial relationships and overseeing high-level client engagements.
Today, Reinaldo specializes in comprehensive financial strategies, working closely with families and business owners to protect their assets and plan for the future. His extensive background in banking, combined with years of industry training, enables him to provide comprehensive financial guidance tailored to each client’s specific goals and priorities. As a fully licensed Registered Representative, he offers a broad array of investment solutions designed to support clients in building and securing their financial futures.
Personal
Beyond his professional endeavors, Reinaldo has been married to his wife, Ana, for 20 years and they are proud parents of two teenage sons, Samuel and David. He enjoys spending quality time with his family through traveling and supporting his kids in their sports.
Professional Achievements
Reinaldo has demonstrated excellence in the financial industry. He is a proud recipient of 2025 Executive Council status, awarded by New York Life in recognition of outstanding performance. He is also a member of the prestigious Million Dollar Round Table (MDRT), an international benchmark reserved for the top financial professionals worldwide.
He holds a Bachelor’s degree in Business Administration with a major in Banking and Finance from Universidad Metropolitana in Caracas, Venezuela. He is a fully licensed Registered Representative in the United States. Reinaldo’s passion for financial solutions is deeply rooted in personal experience and driven by a commitment to helping others build lasting financial legacies.
The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Council is an annual New York Life recognition program based on agent production from July 1- June 30.
