Karl  Leal

Karl Leal

| CFP®

Leal Financial Planning

408-679-3354

Contact Me

Fee Only Financial Planner Located in San Jose, CA and serving the entire region and clients across the country

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

Visit Us

155 E Campbell Ave
Suite 201
Campbell, CA 95008

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Karl Leal is a San Jose, CA Fee-Only Financial Planner (office in Campbell, CA) and serving all surrounding areas. Leal Financial Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Karl Leal is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

My name is Karl Leal. As a fee-only planner, I am completely independent and I work solely for my clients. I do not sell products, nor do I receive any commissions or third-party referral fees. This allows you to receive objective financial planning advice, without conflicts of interest regarding compensation.

I strongly believe that everyone can and should benefit from professional, objective financial planning and advice, not just those who are wealthy. Many financial advisors accept clients only if they meet certain income and net worth requirements. I believe, however, that professional, objective advice is something all Americans need, at least periodically, to build the brightest financial futures. Holding to this philosophy, I am proud to offer the same quality, professional advice to all clients, not just the affluent. If you simply need a one-time or periodic consultation, I am happy to meet with you on an hourly, as-needed basis.

I am a member of the Garrett Planning Network, an international network of professional, Fee-Only financial advisors. Garrett members are dedicated to providing competent, objective financial advice to people from all walks of life on an hourly, as-needed basis. Nationally recognized Certified Financial Planner™ professional, Sheryl Garrett, founded the Garrett Network to further her vision of making competent, Fee-Only financial advice accessible to all people.

Read More...

Whether you have a single question or a complex situation Leal Financial Planning is here to help.

We can work with you in any of the following areas:
- Debt
- Cash flow / budgeting
- Financing / credit
- Financial goal setting & planning
- Education planning
- Insurance planning / risk reduction
- Employee benefits
- Saving / Investments
- Retirement planning
- Special situations: divorce, disability, terminal illness, job loss, windfalls

If you situation doesn't seem to fit in the above list call me and lets talk about who might best serve your needs. 

When you're ready to get started please give us a call (408-679-3354)!

Read More...