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.
Karl Leonard Hicks
CFP® / MBA Financial Planner
Karl Hicks has 10 years’ experience with in the financial services industry, and is also the firm’s network administrator. Karl is a Riverside native who earned his CFP® certification in May of 2004. Karl completed his MBA at California Baptist University.
Karl enjoys using his facility with mathematics and numbers to help clients get a clear picture of their path to financial independence. “I know so many people who have such a frustration with math and numbers, and when it comes to their finances, that’s such a detriment,” Karl says. “I’ve always enjoyed being able to help people understand how their finances can help their lives — and how their finances are a tool to help them achieve other things. It’s the field I enjoy, and I’ve always thought you should work at something you enjoy.”
Karl and his wife have three sons. In his leisure time, he enjoys playing basketball with his kids and pursuing his interests in music.
Investment Advisor Representative
More information coming soon…
Dolores Rodriguez helps ensure smooth operations at The Leonard Financial Group, LLC. She has more than 10 years of experience as an administrative assistant.
The Los Angeles-area native handles clerical and bookkeeping tasks for the firm, the travel itineraries, fund prospectus information management, inputting of quarterly portfolio reports, monthly invoice work, and much more.
“Things change by the second,” Dolores says. “Sometimes it’s pretty hectic.”. She says she keeps her cool and keeps everything on track through disciplined prioritizing.
Dolores and her husband of 12 years have two sons. In her leisure time, Dolores enjoys sightseeing and dancing.