Linda Leitz

CFP®

Peace of Mind Financial Planning, Inc.

Financial Advisor

Linda Leitz

CFP®

Peace of Mind Financial Planning, Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Linda Leitz, CFP®

719-836-8181

Fee-Only financial planner located in Colorado Springs, CO, serving clients locally and across the country

Linda Leitz is a Colorado Springs, CO fee-only financial planner. Peace of Mind Financial Planning, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Linda Leitz is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Linda is a Certified Financial Planner and has been in the financial industry since 1979. She is also enrolled to practice before the Internal Revenue Service. Before becoming a financial professional, Linda held several executive positions in the banking industry. She began her career as a bank examiner. Linda has a PhD in Personal Financial Planning from Kansas State University, a Master of Business Administration from Southern Methodist University, and a Bachelor of Arts degree in Business Administration from Principia College. She was formerly Chair of the National Board of Directors of the National Association of Personal Financial Advisors. Linda has three children. Her hobbies include reading, movies, hiking, and knitting. 

Linda Leitz 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

Peace of Mind Financial Planning, Inc. believes that financial planning should be accessible to everyone. Most people will be able to meet their goals if they make good financial decisions throughout their lives, and many people find that expert advice allows them to make those good decisions. It’s not about just making money, it’s about achieving the life they want. Peace of Mind Financial Planning, Inc. helps people from the time they begin their careers until their biggest financial concern is having their money go to the people and the causes they care about when they pass on. We help our clients be excited about achieving their financial goals and minimize their worries so they can sleep at night. 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Linda Leitz 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.

  • Financial Planning Association
    Linda Leitz is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • Divorce Financial Analyst
    Linda Leitz is a Certified Divorce Financial Analyst® (CDFA®)

    A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.

Contact Linda Leitz

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Office Locations:

  • 1271 Kelly Johnson Blvd.
    Suite 240
    Colorado Springs, CO 80290

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