Broker Check

Get to know the RetireBridge Team

Andrea L. Bates and Frank P Leonard have over fifty years of collective experience in the financial services sector. Learn about our experience and how we can help you.

Andrea L. Bates, CFP®, CDFA®, CRPC®, RICP®

Andrea L. Bates, CFP®, CDFA®, CRPC®, RICP®

(781) 658-9767 • Andrea.Bates@Voyafa.com

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Andrea L. Bates is a Certified Financial Planner ™ professional and an Investment Advisor Representative with Voya Financial Advisors.

Working with individuals and couples, Andrea equips her clients with the guidance that they need to live how they want in retirement. She utilizes her vast knowledge of insurance, investment vehicles, government benefits, and life challenges to deliver personalized plans for her clients.

Francis P Leonard CLU®

Francis P Leonard CLU®

(781) 796-9859 • Frank.Leonard@VoyaFA.com

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Frank is an Investment Advisor Representative at Voya Financial Advisors. He has over thirty years of professional experience focusing on retirement planning and investment management. 


Through RetireBridge, Frank supports individuals transitioning into and living through their retirement years. He wants to ensure that retired employees who once had access to sound financial guidance through their workplace-sponsored retirement plans will continue to have access to comprehensive financial planning and investment guidance while navigating the critical transition to retirement and throughout their retirement journey.