Leyder (Aiden, as he is liked to be called) began his financial career in 2013 after discovering his curiosity about financial markets when he was 17. He began investing at the age of 18.
He strives to help others reach their financial goals after experiencing people who did not understand how the markets worked or how everything in finance comes together.
He is currently working on the second level of the Chartered Financial Analyst (CFA) certification.
When not helping clients, Leyder enjoys spending time with his family, friends, and dog: Teddy (a rescue dog). In addition, he enjoys traveling around the world and is a big Dodgers, Lakers & Kings fan.
Leyder speaks English and Spanish while learning Russian & Swedish.
"If you fail to plan, you are planning to fail."
- Benjamin Franklin
Seljalandsfoss, Iceland - September 2021
Teddy: July 2021
What are four interesting facts about you?
I was a teacher's aide during my university years for Los Angeles Unified School District (LAUSD).
I studied abroad at Oxford University while I was attending Pepperdine University's MBA program.
My nickname Aiden was the Starbucks name one of my sisters gave me because they kept misspelling Leyder on the cups.
I enjoy traveling and discovering new places. I have circled the globe multiple times based on miles.
Why did you create Wolfpack Investment Management?
While working within the industry, I noticed that many firms created many income requirements and minimum investable asset requirements. I saw a massive void in the industry for people who did not meet such steep requirements that needed access to financial advice.
Also, I believe everyone needs a "financial wolfpack" because, let's face it, finances can be confusing, and therefore, people need to feel that they are not alone while they reach their financial goals. Completing my MBA in Finance from Pepperdine University provided me with the entrepreneurial skills and the necessary finance tools. I am passionate about helping my clients understand their finances & reach their financial goals.
What is the past experience that helps you in your position?
Since beginning my finance advisory career in 2013, I have helped clients build wealth while also making sure their families are protected from uncertainty. I've also worked with high net worth clients, institutional clients, and foundations with their unique financial complexities and financial goals.
What is the common thing in the industry that potential clients face that you want to fix?
There's a broad misconception that having a financial advisor is only for the ultra-wealthy. It is not true, finance is universal, and every one is unique with their financial life and goals.
One of my firm's core values is equality, which means everyone who needs access to financial advice should receive it regardless of net worth, income, or any other form of denying someone equal treatment.
What is your background?
I was born and raised in Los Angeles. My parents came from Mexico as immigrants with practically nothing. They managed to make ends meet. My father was a savvy saver and eventually began buying real estate properties to rent out. My parents refused to give up, along with their hard work and appreciation for what they had allowed them to raise my two older sisters and me.
My parents strictly emphasized the value of education and appreciation for whatever job capacity we would choose. This upbringing allowed me to be curious about financial markets and value the education that I gained. It also allowed me to work in different capacities, assisting families/clients in reaching their financial goals, and understanding their unique financial complexities. It has now translated to opening my financial advisory firm.
How do you emphasize Wolfpack Investment Management's mission statement?
As a famous quote says, "Choose a job you love, and you will never have to work a day in your life." I chose to follow a job that I am passionate about. I remind my clients to focus on what they are most passionate about, whether it is their career or anything they enjoy doing. By doing this, it translates to their greater success while not stressing about finances.
Wolfpack's Mission & Vision Statements
What are your top three favorite Books/Movies?
The Intelligent Investor - Benjamin Graham
A Brave New World - Aldous Huxley
Animal Farm - George Orwell
The Night in Lisbon: A Novel - Erich Maria
What type of client do you work with?
Although we value not having any financial requirements or account minimums, we gladly like to work with teachers/educators, married couples, young professionals, and business owners.
I have a connection with teachers/educators. My sister is an Administrator for Montebello Unified School District. I also worked as a teacher's aide during my university days. Therefore, I understand a teacher/educator's personal and professional struggles. Working with a few who have become clients, I've noticed that their financial life is unique and complex, especially when dealing with retirement, investing for the first time, and putting their children through college.
Read more FAQs about working with us
What do you enjoy doing when you are not helping clients?
I enjoy spending time with my family, friends, and dog: Teddy (a rescue dog). I love traveling around the world and exploring new places.
I am a big Dodgers, Lakers & Kings fan - just like my dad was.