Cal Poly San Luis Obispo 2024, Finra License: Series 7

Leo Boyle grew up in Mill Valley, California, and earned his degree in Wine Business with a minor in Agricultural Business from Cal Poly San Luis Obispo. While studying at Cal Poly, he discovered a passion for finance through coursework in economics and financial markets, which inspired him to pivot toward a career in the financial industry.

Leo has passed the SIE exam and his Series 7 certification. He’s enthusiastic about continuing to grow in the field and is committed to building meaningful relationships as he works toward becoming a trusted investment advisor.