Wealth Management can be defined as professional services, provided by a fiduciary, integrating investment management and advance planning.




Contact Information
Phone 310-697-0400
Email info@e-lwm.com


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Scott Leonard, CFP®
Wealth Manage
ment

Scott A. Leonard, CFP™ is the founder and owner of Leonard Wealth Management. His credentials include Certified Financial Planner™ (CFP), and Certified Estate Adviser (CEA™).

In addition to running Leonard Wealth Management, Mr. Leonard is an instructor at UCLA Extension, teaching courses in the financial planning certificate program. He is also an instructor and Dean of the School of Investments for NAPFA University. He is a national speaker on investment and wealth management issues.

Mr. Leonard is a frequently published author, specializing in advanced investment theory, and has been the featured financial planner for the Los Angeles Times weekly "Money Make-Over" column.

Some of his television and radio appearances include:

  • NBC Nightly News Extra
  • National Public Radio's Market Watch Program
  • KCAL 9 News

Widely recognized among the business media as an industry expert, his analysis and opinions on advanced wealth management issues are frequently featured in national publications, including:

  • The Wall Street Journal
  • USA Today
  • Money Magazine
  • Kiplinger's Personal Finance

Mr. Leonard assumes a leadership role within the financial planning and wealth management profession, holding numerous board positions with esteemed associations, including: 

  • Past president and chair of the Financial Planning Association, Los Angeles Chapter
  • Various board positions with the National Association of Personal Financial Advisors
  • Multiple positions on national committees dealing with ethics and professionalism in the financial services industry.

Mr. Leonard graduated from the University of California, Los Angeles (UCLA), in 1990 with a Bachelor of Science degree in Economics. His CFP™ credential was earned in 1994 and his CEA™ certificate in 2002.

Mr. Leonard spends his personal time with his wife, Mandi, and sons, Griffin, Jake and Luke, enjoying the many benefits of life on the Pacific Coast: sailing, surfing and bike rides on "the Strand".

About Leonard Wealth Management

Founded in 1996, Leonard Wealth Management was established with the purpose of providing an all-inclusive wealth management firm. We focus on combining the major disciplines of planning and investments in a fiduciary, fee-only environment. Click to learn more about Leonard Wealth Management.