Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Michele Leach

Financial Consultant

818.704.0001 x225

818.480.4305

michele.leach@sagepointadvisor.com

Michele Leach is a Financial Advisor and owner of Financial Transition Partners. She has a Bachelor of Arts degree from California State University, Northridge (CSUN) and earned her Master’s Degree from the University of...
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Laura Leach

Director Of Client Services

818.704.0001 x228

laura.leach@Sagepointadvisor.com

Laura Leach 

“I will work with you and your advisor to create a solid, actionable financial plan, to help you reach your goals in life more efficiently” 

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