We are committed to helping our clients achieve their financial goals and live their ideal calendars. Our approach is client-centered, not product-centered. You will find in us a trustful partner to help you achieve your financial goals. Our experienced advisors deliver expert, objective guidance and solutions that work for your individual situation.
Services
The Leonard Financial Group, LLC was founded in 2003. The founding partners were motivated by a desire to provide unbiased, objective and comprehensive financial advice to clients. Our planners and staff hold various degrees and specialty licenses such as Certified Public Accountant (CPA), Certified Financial Planner practitioner (CFP), Personal Financial Specialist (PFS) or Masters Degrees.
Our website is designed to allow visitors to learn more about our firm, the unique way we approach the financial management process and bring value to our clients' lives. The Initial Consultation gives us an opportunity to learn more about you and those who are close to you. It's a chance to visit about "what's important to you" and your personal and financial concerns.
The Leonard Financial Group, LLC is a Registered Investment Advisor or RIA licensed with the State of California. Each financial professional of also passed state mandated exam(s) and is individual licensed. You may check our biographies on this website to see each individuals' license as well as the firms ADV filing.
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