You'll understand it
Every strategy gets explained until it makes sense to you, in English or in Spanish. When it makes sense to you, we've done our job.
The People Behind It
Small team. Real relationships.
You'll work with the same people every time you call. No departments, no transfers, no starting your story over. Three advisors, three different roads here, one way of working: education first, always.
Want to skip ahead? Call us at (518) 480-8848
Founder
Ian Hayes
"Real wealth starts with intention, clarity, and stewardship."
Founder of Leveraged Financial
I'm a husband, a father, and a family-focused strategist. I started Leveraged Financial because I believe real wealth begins with intention, clarity, and stewardship, and because too few families ever get taught the things that shape their money for generations.
That's what this firm exists to fix. Tax-efficient retirement planning, wealth transfer, estate preservation, keeping lifetime taxation as low as the rules allow. Concepts that are rarely explained well, yet quietly decide what a lifetime of work actually leaves behind. My approach isn't about products. It's about strategy, education, and helping you make informed decisions that line up with your values and your long-term vision.
You won't find cookie-cutter advice here. You'll find guidance rooted in transparency, integrity, and a genuine desire to help families build stability that outlasts them. My goal is simple: give you the knowledge, the tools, and a personalized strategy to protect what you've built and grow it with purpose.
If you're looking for clarity and a family-first perspective on wealth and retirement, let's talk.
Strategic Wealth Planner
Christian DiBerto
"Keep more of what you earn. Pass on more of what you build."
Blue-Collar Grit, High-Level Strategy
Christian is a former union ironworker turned strategic wealth planner. Originally from Boston and now based in Phoenix, he brings a grounded, practical approach to helping individuals and business owners build tax-advantaged retirement plans, preserve generational wealth, and structure legacy strategies built to hold up for decades.
He's known for making complex financial concepts simple and for engineering solutions shaped around each client's goals, lifestyle, and long-term vision. His focus is tax mitigation, wealth transfer, and efficient accumulation, so clients keep more of what they earn and pass on more of what they build.
Whether he's working with families, executives, or entrepreneurs, his priority is the same: clarity, transparency, and impact that lasts.
Outside of strategy sessions, you'll find Christian on the golf course, playing softball, hunting down new restaurants, or at the dog park with his dog, Manny.
Advisor · Bilingual EN / ES
Eduardo Cruz
"I'm the ladder that helps you climb over the financial wall in front of you."
Asesor Bilingüe
I'm a first-generation Puerto Rican, and I grew up watching my family work hard to build a better life, juggling bills, responsibilities, and uncertainty about the future. We didn't talk much about retirement or long-term planning. Not because we didn't care, but because we were focused on getting through today. That experience shaped everything about how I approach financial guidance.
Now, as a bilingual advisor fluent in English and Spanish, my purpose is simple: helping everyday families gain clarity and confidence about where they stand, especially people who've spent their lives working hard but never had the time or the resources to make retirement a real priority.
I believe education is the foundation of confidence. So rather than telling you what to do, I walk beside you: explaining, simplifying, and helping you make decisions that fit your goals, your values, and your future.
At the end of the day, I see myself as the ladder that helps you climb over the financial wall in front of you. One built with knowledge, strategy, and genuine support, every step of the way.
Don't wait until the wall feels too high to climb.
¿Prefiere hablar en español? Con gusto. Toda su planificación puede hacerse en español, de principio a fin.
One Way of Working
Three different roads here. One promise when you arrive.
An ironworker, a founder, a first-generation kid who watched his family stretch every dollar. Different stories, same conclusion: people deserve to understand their own money.
You'll never be rushed
Implementation happens on your timeline, when you're ready. Not at the end of a meeting because the coffee ran out.
You'll know who you're talking to
The person who builds your plan is the person who answers your call. This page is the whole roster, and that's on purpose.
No Cost, No Pressure
Pick a person, or just pick up the phone.
The first conversation is free, and it starts wherever you're comfortable. Bring your questions. Leave with answers.
Or just call. A person answers: (518) 480-8848