Meet the Team

Our Firm

Focusing on Purpose Based Planning, Financial Transition Partners helps clients to develop and implement financial plans that are based on each person’s ideal view of their financial lives. We take into consideration each person’s understanding of investments, need for security vs. risk, tax sensitivity and personal feelings about money and investing to craft a plan that incorporates their vision of their future.

Our commitment is to utilize all of our resources to help you pursue your goals.

Michele Leach, CDFA

Wealth Manager

818.704.0001 x225

818.480.4305

michele.leach@sagepointadvisor.com

Michele Leach is a Financial Advisor and owner of Financial Transition Partners. She began serving clients in the Financial Services industry over 25 years ago...

Laura Leach

Wealth Manager

818.704.0001 x228

laura.leach@Sagepointadvisor.com

Laura works with Michele to implement your plans and provide you with the knowledge and personalized service you need to plan your life goals...

Lori Jasmine

Operations Manager and Client Services Associate

818.704.0001 x220

ljasmine@sagepointadvisor.com

Lori has over 25 years’ of experience in the financial services industry. Her top priorities are helping to run an efficient and productive office, while promoting excellent customer service and prompt follow-up to client issues....

The Ameriflex Group

Affiliated Branch

www.Ameriflex.comFinancial Transition Partners is a member of The AmeriFlex Group®, a network of like-minded financial professionals that help us provide excellent client service. Together, we ensure that our clients are...

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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