Michele Leach, CDFA
Financial Consultant
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
Financial Paraplanner
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
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....
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.