Leon Shelton, CFP®, CPWA®, operates his Kingsview Partners practice out of Wayne, Pennsylvania, serving clients nationally. Born and raised in Bloomington, he earned a Bachelor of Science in Biochemistry from Indiana University and began his career as a financial advisor in 2011.
Before entering wealth management, Leon spent over a decade as a sustainability and environmental consultant, working closely with manufacturing leadership teams to implement responsible practices that saved companies millions of dollars. While the work was impactful, Leon found himself drawn toward a more personal mission — helping individuals and families directly shape their futures. That calling ultimately led him to financial advising, where the impact is measured not just in outcomes, but in lives changed.
A Strategic Guide with a Long-View Perspective
Leon works primarily with biotechnology and pharmaceutical executives, helping them design comprehensive wealth management strategies aligned with their goals, values, and lifestyles. His approach emphasizes coordination — working side-by-side with CPAs, attorneys, and other trusted professionals to ensure every element of a client’s financial life moves in sync.
Drawing inspiration from endurance cycling, Leon believes financial success isn’t about speed or shortcuts, but about discipline, balance, and intentional direction. Every client’s plan reflects their personal cadence — accounting for equity compensation, tax planning, family priorities, and evolving life goals — while staying resilient through changing market and personal conditions.
“My role is part navigator, part coach. I help clients stay on course through complexity, uncertainty, and change — so their strategy supports both long-term goals and peace of mind.”
Beyond the Office
Leon lives in Wayne with his wife, Catherine. He is the proud father of two adult children, David and Elsa, a son-in-law, Nicholas, and a newborn grandson, Dane. Outside of his advisory practice, Leon is an avid cyclist and serves as Ride Director for the West Chester Cycling Club. He also remains active in his church and local community.
Whether on the road or in his professional life, Leon believes life rewards those who are intentional about where they’re headed — and who value the people they travel alongside.