Who we are
Get to know our story
Hello and welcome! I am Arnaldo León, founder of Planwise Partners Insurance Agency, where my decade-long experience in security blends seamlessly with my passion for financial services. This unique combination is not just my profession; it’s my commitment to offering unparalleled service in securing your financial well-being.
My journey began in the world of security, where for over ten years, I honed my skills in Security Protection and Risk Management.
This experience instilled in me a deep sense of responsibility and vigilance, qualities that I now bring to the Financial Services sector.
My transition to financial services wasn’t a change in course, but an expansion of my dedication to Serve and Protect — now applied to safeguarding your Financial Future.
This experience instilled in me a deep sense of responsibility and vigilance, qualities that I now bring to the Financial Services sector.
My transition to financial services wasn’t a change in course, but an expansion of my dedication to Serve and Protect — now applied to safeguarding your Financial Future.
As a seasoned business owner, I understand the challenges and opportunities that come with managing finances, both personally and professionally. This experience has been invaluable in empathizing with my clients and offering tailored advice that resonates with their individual needs and aspirations.
At Planwise Partners, we offer a suite of Financial Services, including Life Insurance, Retirement Planning, and Investment Strategies. Our approach is unique — We view Financial Planning through the lens of a security expert.
This means meticulous Risk Assessment, Strategic Planning, and an unwavering focus on your long-term Security and Prosperity.
Our Mission
Our mission at Planwise Partners is to enlighten, empower, and elevate. We educate individuals and families on vital financial principles, advocate for comprehensive life insurance, and strive to eradicate future poverty through informed financial planning. Together, we secure legacies and foster community prosperity.
Our Vision
At Planwise Partners, we envision ourselves as the premier destination for comprehensive financial well-being, where a team of dedicated professionals, each an expert in their respective field, collaborates to offer seamless, integrated solutions. Our goal is to be the foremost authority in Retirement Planning, Life Insurance, Taxation, and Estate Planning, providing clients with access to a full spectrum of specialized services under one roof. This unique approach ensures consistency and excellence across all advice, simplifying complex decisions and building deep trust. By harmonizing expert advice, we make it easier for our clients to navigate their financial journeys with confidence and clarity, establishing ourselves as the first choice for individuals committed to securing and enhancing their financial futures.
Our Partners
