Leonard Durso, ChFC, AIFLeonard Durso, ChFC, AIF
Regional Business Consultant

800-347-3539 x 2
Cell: 412-225-4936

Territories: Florida, Georgia

Years in industry: 25

Education: Associates, Marketing—CUNY Nassau

As an advocate for active management, I use my extensive experience in finance and business to
  • Discover new markets and opportunities to build fee-based business.
  • Help grow and preserve client wealth using active management.
  • Systematically build relationships with advisors that turn new clients into lifetime clients.
  • Speak at industry events about the benefits of active management

  • After 20 years of experience in financial services, I have a sharp eye for how financial advisors can strategically grow their business. As a former owner of a successful financial advisory firm, I understand the challenges advisors face day to day, and I know how to help. I hold an Accredited Investment Fiduciary designation and a degree in marketing.



    DEDICATED INTERNAL SALES TEAM

    Provide advisors with document assistance, identify portfolio options for advisors and their clients, and offer regular webinars and seminars to help advisors build their practices


    Rob Shampine
    Internal Business Consultant
    248-642-6640 Ext. 206
    sales@flexibleplan.com

    Rob has been part of the Flexible Plan team since 2017.

    Contact Rob to schedule a meeting with Leonard.
    Barb Valenzuela
    Advisor Administration Manager
    248-642-6640 Ext. 171
    bvalenzuela@flexibleplan.com

    Barb has been part of the Flexible Plan team since 2000.

    Contact Barb for answers on investment platforms and their required paperwork for new client accounts.
    Laurie McGuire
    Manager Client Services
    248-642-6640 Ext. 131
    clientservices@flexibleplan.com

    Laurie has been part of the Flexible Plan team since 1993.

    Contact Laurie if you have service or billing questions about your existing client accounts.