Laura Leach

Laura Leach

Wealth Manager

Laura Leach is a seasoned Financial Advisor with over 15 years of experience within the financial services industry.  Her diverse background spans various firms, where she honed her organizational and analytical skills.  Laura’s passion for financial planning and a holistic approach that considers all aspects of our client’s financial life, sets her apart as a trusted advisor. 

Shaped by personal and professional experiences, Laura recognizes the critical role financial health plays in overall well-being. She utilizes tailored investment strategies and custom financial plans to educate clients about the challenges of growing wealth. 

Laura’s early calling in finance led her to pursue a degree in Finance from California State University Northridge.  As a Registered Representative holding security licenses (Series 7 & 66) and having completed the CFP Certified Financial Planner Professional Education Program, she brings a well-rounded skill set to her advisory role.

Laura’s experience is complimented by a genuine passion for assisting high-income and high net worth individuals navigate the intricacies of growing wealth. Her approach goes beyond financial transitions; it focuses on building lasting relationships and empowering clients with the knowledge needed to make informed decisions.  Laura Leach is dedication to both the financial success and overall well-being of her clients.