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About Us


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’ needs.


Linked below are the biographies of our founding partners and current staff members.