Founder and Financial Advisor
Leo Rosner brings over 30 years of experience in financial analysis and planning to WSA. He holds a Bachelors degree in Business Administration from the University of Cincinnati and a Masters in Accounting from the University of Texas at Austin. Over the years, Leo and his clients have benefitted from his challenging work experiences at the nation's leading accounting and investment firms.
"To bring a degree of reliability to the table, to see the detail of what you want to accomplish on behalf of a client's vision of the future, to take them where they need to go...you have to understand the real implications of each decision in the context of the dynamic nature of the markets, and act positively on that. It's called being grounded. After that, it's all about doing what you say you are going to do." -Leo Rosner