Every Journey Starts with One Step
At Leveraged Financial we specialize in providing a client focused approach to proper planning. We only educate you on strategies that are proven to create consistent results, implementation is then solely based on your personal preference. We're not here to push products.
We fully believe that in order for you to achieve your goals with peace of mind you need to have a firm grasp on how your portfolio is affected by market performance. That's why at Leveraged Financial we focus on a simple 3 step process.
First comes Analysis ... in order to know which strategies might fit your scenario we need to know what you currently have working for you. Without knowing what position you're currently in we can't make a suitable recommendation which steps you should take to reach your goals.
Next is Education... You can't possibly have peace of mind in your future without being properly educated on the different strategies your currently using as well as tactics you could implement. It's our job to make sure you understand how these multiple techniques compliment each other.
Last but certainly not least is Implementation... After all knowledge without action is virtually useless


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The Three Pillars
Analysis
Education
Implementation
Three Simple Steps to Take Towards Success
Meet the Team




Ian Hayes
Christian DiBerto
Founder of Leveraged Financial and a family-focused strategist committed to helping people build a secure and tax-efficient future. I’m a husband, father, and someone who believes that true wealth begins with intention, clarity, and stewardship.
I created this platform to simplify financial concepts that are rarely taught, yet deeply impact families for generations — things like tax-free retirement planning, wealth transfer, estate preservation, and minimizing taxation over a lifetime. My approach isn’t about products — it’s about strategy, education, and empowering you to make informed decisions that align with your values and long-term vision.
Here, you won’t find cookie-cutter advice. You’ll find guidance rooted in transparency, integrity, and a genuine desire to help families create lasting generational stability. My goal is simple: give you the knowledge, tools, and personalized strategies to protect what you’ve built and grow it with purpose.
If you’re looking for clarity, strategic guidance, and a family-first perspective on wealth and retirement planning, I’d love to connect.
A former union ironworker turned strategic wealth planner who blends blue-collar grit with high-level financial strategy. Originally from Boston and now based in Phoenix, Christian brings a unique, grounded approach to helping individuals and business owners build tax-advantaged retirement plans, preserve generational wealth, and structure long-term legacy strategies that last for decades.
Christian is known for his ability to simplify complex financial concepts and engineer customized solutions that fit each client’s goals, lifestyle, and long-term vision. His strategic approach focuses on tax mitigation, wealth transfer, and efficient accumulation—ensuring clients keep more of what they earn and pass on more of what they build.
Whether working with families, executives, or high-income entrepreneurs, Christian’s priority is clarity, transparency, and long-term impact—not products.
Outside of strategy sessions, you’ll find Christian golfing, day trading, playing softball, discovering new restaurants, or at the dog park with his dog, Manny.
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Contact
info@leveraged-financial.com
(518) 480-8848
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