Tony Leal
4 Podcast Episodes
Episode 78 – The Evolution of Retirement Planning – With Tony Leal
Episode 78 – The Evolution of Retirement Planning – With Tony Leal
Tony Leal is President at Envestnet | MoneyGuide, a resource that helps advisors’ clients define and prioritize their go... Read more
29 Mar 2022
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18mins
Envestnet MoneyGuide’s Tony Leal on the Past, Present and Future of Financial Planning
Envestnet MoneyGuide’s Tony Leal on the Past, Present and Future of Financial Planning
It’s been two and a half years since Envestnet acquired the financial planning platform MoneyGuide; soon after, the glob... Read more
5 Oct 2021
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27mins
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Ep. 069 - Tony Leal - Retired Texas Ranger and Former Marine Infantryman
Ep. 069 - Tony Leal - Retired Texas Ranger and Former Marine Infantryman
Tony Leal was a Marine infantryman (0311) with A Company 1st Battalion 5th Marine Regiment and completed two combat depl... Read more
13 Aug 2020
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1hr 52mins
Podcast #13 Tony Leal: In FinTech, one is never in comfort zone
Podcast #13 Tony Leal: In FinTech, one is never in comfort zone
Negative experience is the most valuable. In this episode, we’re having a talk with Tony Leal, CTO at Envestnet MoneyGui... Read more
12 Dec 2019
•
26mins
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