Karl Leonard Hicks

CFP® / Certified Financial Planner™

Leonard Financial Group, LLC

Financial Planner

Karl Leonard Hicks

CFP® / Certified Financial Planner™

Leonard Financial Group, LLC

Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Karl Leonard Hicks, CFP® / Certified Financial Planner™

(951) 781-7320

Fee-Only financial planner located in Riverside, CA, serving clients of the Inland Empire and across the country

Meet Karl Leonard Hicks

Professional Background:

Karl Leonard Hicks, CFP®/MBA began his career in finance in 1985 with the Sears Accounting Center. While studying to become a Certified Public Accountant (CPA), he had a chance encounter with his future business partner who put Mr. Hicks on the path to becoming a Certified Financial Planner™ (CFP®) Practitioner.

Mr. Hicks went on to earn his Master’s in Business Administration from California Baptist University as well as his CFP® designation. From there he co-founded the Leonard Financial Group, LLC with the purpose of providing personal objective financial recommendations that his client would use to fulfill the personal life goals they hold most dear. For him this is the fulfillment of the promise of financial planning.

The Leonard Financial Group is a fee-only financial advisory firm with its main office in Riverside, CA founded in 2003.

Karl Leonard Hicks is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Karl Hicks is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Karl Leonard Hicks

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Office Locations:

  • 6820 Indiana Ave
    Ste 230
    Riverside, CA 92506

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