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. The firm is a registered investment advisor with the State of California.
We are committed to helping our clients achieve their financial
goals and live their ideal calendars. Our approach is client-centered,
not product-centered. We work as a team, each member focusing on
his or her area of expertise in order to fully serve our clients’
Linked below are the biographies of our founding partners and current staff members.