The LDR International Group

San Diego, CA

“Globally minded, delivering the highest standards of advice and client experience, while preserving the safety of assets.”

Welcome

We focus on a client’s overall financial well-being that encompasses every facet of wealth accumulation and generational legacy. As a client evolves through the different phases of financial growth and wealth accumulation, we work with our client’s trusted advisers (Attorneys and CPAs) to implement a highly customized financial planning strategy. Our financial planning experience includes Investment Analysis and Portfolio Construction, Implementation and Periodic Review, Credit and Banking solutions with Currency Positioning and Hedging Strategies, Wealth Transfer & Protection, Estate Tax Minimization, Trust and Estate solutions encompassing a global or local footprint while surrounding our team around your individual needs and evolving family dynamics.

Our Team

Ricardo (Rick) Leyva, TEP®
Senior Partner, Managing Director

Ricardo Leyva is a Senior Partner and Managing Director at Snowden Lane Partners.  Prior to joining Snowden Lane, Rick was Senior Vice President & International Wealth Management Adviser at Merrill Lynch.  Having begun his career in the financial services industry in 1995, Rick is dedicated to providing financial services and investments to clients throughout the United States, Europe and Latin America.   His career included having worked in the area of Private Banking and Wealth Management for Barclays Bank in London and later through the sale of their international business with the Royal Bank of Canada in Toronto, New York and Miami.

Advising foreign nationals with investments and business interests in the U.S. as well as U.S. persons with interests abroad, Mr. Leyva works closely with his clients and their trusted advisers, that include Attorneys and CPAs, to implement the most current and compliant wealth structuring solutions.

Having access to the broad range of investments and credit and lending solutions in multiple currencies allows Mr. Leyva to advise high net worth individuals and families on thoughtful and appropriate wealth accumulation, preservation and transfer strategies. Mr. Leyva’s focus is on forming long-term relationships and helping clients in all aspects of their financial lives.

After receiving training and accreditation in several European and Caribbean jurisdictions pertaining to Trust and Estate Planning from Barclays Bank and the Royal Bank of Canada, Rick served as a member of the Society of Trust and Estate Practitioners ( “STEP”) Caribbean Chapter and is currently involved with the STEP Chapters in Los Angeles and San Diego. Rick is TEP (Trust and Estate Practitioner) title member, and received his Bachelor of Science degree in Business from San Diego State University.

Rick resides in San Diego with his wife and two children. He is an avid runner who has competed in several New York City Marathons.

Clelia Dipp
Partner, Managing Director and Private Wealth Advisor

Clelia is a Partner, Managing Director and Private Wealth Advisor at Snowden Lane Partners. Prior to joining Snowden Lane, Clelia was a Financial Advisor at Merrill Lynch with over 14 year of experience, where she offered financial solutions for high net worth individuals and business owners. Her experience and expertise allows her to create customized investment strategies for her clients, designed to help them achieve both their financial and life goals.

Clelia’s priority is to provide clients with high quality service and build lasting relationships. The confidence they have in her advice is a valuable satisfaction she’s developed throughout her career.

She is a graduate from CETYS Universidad Campus Mexicali Baja California with a BA in Business Administration and Marketing.

Imar Rodriguez, AAMS®
Partner, Managing Director and Private Wealth Advisor

Imar is a Partner, Managing Director and Private Wealth Advisor at Snowden Lane Partners. Prior to joining Snowden Lane, Imar was a Financial Advisor at Merrill Lynch where his ability to obtain new relationships, establish trust, and create portfolios for clients, helped build his successful career in the industry. He has over 18 years of experience in wealth management, more than 12 of those working with affluent clients from the U.S., Mexico and South America.

Imar is personally committed to helping his clients succeed in their financial life. Imar holds the Accredited Asset Management Specialist or AAMS® designation awarded by the College for Financial Planning. He is a graduate from Universidad externado de Colombia with a BS in Economics and an MBA in General Management from Plymouth State University.

He lives in San Diego, CA and enjoys running, hiking and coaching youth club-level soccer.

Alex Arista
Partner, Private Wealth Advisor

Alex Arista is a Partner and Private Wealth Advisor at Snowden Lane Partners.  Previously, Alex was a Senior International Financial Advisor and Vice President at Merrill Lynch.

By leveraging his deep understanding of the markets and working closely with each of his clients, Alex creates and implements highly customized and comprehensive strategies that best meet each client’s unique needs. He employs a holistic and innovative approach to financial planning and prides himself on providing exceptional, client-focused advice. 

Alex graduated from the Instituto Tecnologico Autonomo de Mexico with a Bachelor’s degree in Business Administration. He resides in San Diego, CA with his wife and their 2 children.  Alex enjoys traveling, spending time with his family, and rescuing abandoned dogs.

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The LDR International Group

San Diego

750 B Street
Suite 3200
San Diego, CA 92101
844-766-9336

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