Independent Ideas, Intelligent Solutions
Leo D. Boisvert, MBA, CIMA®, CDFA®
Certified Investment Managment Analyst
Certified Divorce Financial Analyst

Chief Financial Strategist
Senior Managing Partner
leo@mypwc.net

Leo D. Boisvert is Senior Managing Partner a Certified Investment Managment Analyst, Certified Divorce Financial Analyst, Chief Financial Strategist of Private Wealth Consultants, LLC. He is responsible for strategic investment development and estate and financial planning. He combines his professional knowledge with client's needs to provide appropriate investment strategies.

Along with his duties at Private Wealth Consultants, LLC, Leo, also known to many as the "Investment Doctor," is an adjunct professor of Business and Economics, as well as a national speaker and lecturer on wealth strategies for lifetime security, retirement planning, and personal financial management. He has completed MBA studies in Financial Management and is currently participating in post-graduate doctoral research in the area of Behavioral Economics.  Leo was awarded the designation of CERTIFIED INVESTMENT MANAGEMENT ANALYST® (C.I.M.A.) from the University of Pennsylvania, Wharton School of Business, in association with the Investment Management Consultants Association. Mr. Boisvert is also practicing CERTIFIED DIVORCE FINANCIAL ANALYST® (C.D.F.A.)  He holds the FINRA Series 7 (General Securities Representative), 8 (Securities Management and Supervision), 31 (Managed Futures), 63 (State Blue Sky Laws), and 65 ( Investment Advisor Law) registrations as a Registered Representative of Commonwealth and is also a licensed insurance representative in life and annuities. In  2007, 2008, 2009, 2010, 2011, 2012 and most recently in 2013, Leo was named a Five-Star Wealth Manager* by Gulfshore Life magazine.

Most Recently, Leo and Erik sponsored and funded the PRIVATE WEALTH CONSULTANTS LLC Athletics Scholarship Endowed Fund through the Florida Gulf Coast University Foundation, providing educational scholarships to athlete/students based on need. To view the scholarship go to www.FGCU.edu/foundation/scholarship.asp

Leo is actively involved in the community. He is on the committee for Strategic Planned Giving for the Florida Gulf Coast University Foundation, the Florida Gulf Coast University Athletic Boosters Club and the Hodges University Presindents Council for Advancement. He regularly is a guest instructor for the Frances Pews Hayes Center for Lifelong Learning at Hodges Unviersity in Fort Myers and Naples.  Leo is also a guest lecturer for Renaissance Academy of Florida Gulf Coast University, in Fort Myers and Naples, and the Edison Community College Lifelong Learning in Retirement program at the Port Charlotte campus. Leo and his wife Maryjane have two children, Brent a Cadet at the NY Maritime College and Jennie a Sophomore softball catcher/third baseman playing at Bishop Verot High School.

In his spare time, Leo enjoys participating in and teaching Tae Kwon Do, as an instructor and third degree black belt, golfing, reading and cheering his children on at their sporting events.

President’s Club
Leo Boisvert is proud to have been recognized as a President's Level advisor—a distinction attained by just 14 percent of advisors affiliated with Commonwealth Financial Network during 2013.




* 2007-2011: Based on 9 criteria including: customer service, integrity, knowledge/expertise, communication, value for fee charged & overall satisfaction. 2012: Based on 10 objective eligibility & evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory & complaint history, accepts new clients, client retention rates, client assets administered, education & professional designations. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.





Erik G. Heben, CFP®
CERTIFIED FINANCIAL PLANNERTM
Chief Investment Strategist
Managing Partner
erik@mypwc.net

Erik G. Heben is a Managing Partner and Chief Investment Strategist with Private Wealth Consultants. His focus is on investment evaluation, asset allocation and portfolio management. Erik works with clients in evaluating appropriate investment plans to help meet specific goals and income requirements.

Erik began his investment career while still in college and has spent his 20 year professional career in the financial industry. Originally from Canton, Ohio, Erik graduated with a B.A. from Kent State University and has been awarded the national certification of CERTIFIED FINANCIAL PLANNER practitioner. He holds the FINRA Series 7 (General Securities Representative), 9,10 (General Securities Sales Supervisor), 30 (Branch Manager Futures), 31 (Managed Futures), 63 (State Blue Sky Laws), and 65 (Investment Advisory) as a Registered Representative of Commonwealth Financial Network. Erik is also a licensed insurance representative in life, health, long term care and variable/fixed annuities. Erik is a member of the Southwest Florida chapter of the Financial Planning Association as well as the Planned Giving Council of Lee County.

Most Recently, Leo and Erik sponsored and funded the PRIVATE WEALTH CONSULTANTS LLC Athletics Scholarship Endowed Fund through the Florida Gulf Coast University Foundation, providing educational scholarships to athlete/students based on need. To view the scholarship go to www.FGCU.edu/foundation/scholarship.asp

Erik spent a number of years co-hosting a popular investment radio show and has been quoted in the media for his opinions on a number of financial related issues. In 2006, 2008, 2009, 2010, 2011, 2012 and most recently in 2013 Erik was named a Five-Star Wealth Manager* by Gulfshore Life magazine.  Also, in 2008, Erik was named to the Gulfcoast Business Review's "40 under age 40" list for his business and community contributions to the Southwest Florida region. In 2010 Erik was a speaker at the Hodges University "State of the Union".

Erik, his wife Paula, and their sons Peyton and Preston, reside in Fort Myers, Florida and are very involved in the community. Erik is a guest lecturer at the Frances Pew Hayes Center for Lifelong Learning at Hodges University. He is also actively involved with Florida Gulf Coast University, specifically the athletic department, sitting on the FGCU Athletic Booster Board and acting as Secretary of the Executive Board.

In his spare time, Erik enjoys time with his boys, coaching, boxing and golfing. He is also an ardent supporter of athletics at his wife's alma mater, The University of West Virginia.


Summit Club
Erik Heben is proud to have been recognized as a Summit Club advisor—a distinction attained by just 20 percent of advisors affiliated with Commonwealth Financial Network during 2013.







Alan R. Gaunt
Wealth Management Coordinator
Alan@mypwc.net

As the Wealth Management Coordinator for Private Wealth Consultants, Alan Gaunt works closely with Leo Boisvert and Erik Heben to assist in delivering independent, unbiased advice to families as they plan for retirement and major life events. The comprehensive process used by Private Wealth Consultants enables its advisors to gain a complete understanding of a client's current financial picture. In order to create truly personalized financial solutions, Private Wealth Consultants' wealth management process creates individual strategies designed specifically for you. 

Alan Gaunt is a Chartered Financial Analyst® (CFA) Level 2 Candidate and currently holds the Series 7, Series 66, and life, health, and variable annuity insurance license. Alan obtained his B.S. in Finance from Florida Gulf Coast University. While at FGCU, Alan was a member of Kappa Alpha Order and involved in the Financial Managers Association and the Accounting Society. Alan previously worked at Merrill Lynch Wealth Management as a registered client associate.

Alan is very involved in the community as a mentor for the Foundation for Lee County Public Schools Take Stock in Children program and a member of Kiwanis. Alan is actively involved in the Women’s Council of REALTORS® Bonita Springs – Estero, and the Bonita Springs – Estero Association of REALTORS®. Alan currently lives in Naples. He enjoys spending time with his wife Shauna, golfing, running, and water sports.
 



Paula Heben, BS
Administration
Head of Operations

paula@mypwc.net

Paula is the office manager as well as a registered client service representative. She responsible for facilitating, organizing, and administering the account needs of our clients. This includes account origination, transfers, and creating detailed capabilities within each account, wherever necessary. She has over 19 years of experience in investment accounts management and administration.

Paula has a B.S. in Business Management from the University of West Virginia and holds the FINRA Series 7 and 63 registrations thru Commonwealth.

Paula has lived in Florida since 1986. She is married to Erik and together they have two sons, Peyton and Preston. In her free time Paula is all about family, although, much to her husband's chagrin, she does enjoy shopping.



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