Leo Chiaraluce, ERPA, QPA, QKC, QKA®

Experience: Started career in 2008 

Education: Bachelor’s Degree in Business Administration from Rochester Institute of Technology 

As an executive third-party administrator consultant at our Rochester, New York office, Leo’s primary responsibility is to be a partner to our plan sponsors to assist them with all their needs as it relates to their corporate retirement plan. Prior to joining Beltz Ianni & Associates (now Modern Wealth Management), he spent 15 years in the retirement services industry primarily serving as a TPA. He also spent five years working for a large recordkeeper/payroll provider gaining valuable insights into the inner workings of that segment of the industry. 

When Leo joined the Modern Wealth team, he was excited about the potential additional resources that could help him serve clients more efficiently and effectively as well as utilization of new tools that may allow us to add an element of automation and consistency to our offering while still preserving the hands-on customized experience for our clients. 

Leo is originally from southern Connecticut and moved to Rochester in 2001. He and his wife, Karalyn, have two kids, LJ (Leo John III) and Addison, and a chocolate lab, Mocha. His family life oftentimes revolves around youth sports and musical activities. They can often be found at an ice rink, ball field, golf course, or ski slope.