Fee-Only financial planner located in Redondo Beach, CA, serving clients locally and across the country
My background & What brought me here...
I started in the financial services industry right out of college, working for a major brokerage firm and insurance company. During that time, I earned the CERTIFIED FINANCIAL PLANNER™ certification. I wasn’t happy with the focus on selling products, so I transitioned to working with a large money management firm that was one of the first companies to help bring passive investment strategies to the public, working with independent financial advisors. I was the National Education Manager for the company, teaching the investment concepts that I learned while obtaining my Economics degree at UCLA. During this period, I learned about the independent, fee-only side of the industry. It was clear to me that it was the right way to deliver financial advice. So when I married my wife, Mandi, she agreed to support us while I started the firm in 1996.
Why I chose this profession...
Even as a child, I was fascinated with money. I was interested in the different ways that people make money, from getting a job to starting a business. I learned that money can be a great motivator, as hard work and creative thinking can lead to higher earning. And while money doesn’t buy happiness, I saw that it can open opportunities and create freedom. While I was a math tutor in college, I realized that I really enjoyed helping and working with people. Becoming a financial planner just seemed like a natural fit.
Outside of work, I’m most passionate about...
I am most passionate about helping to raise my three boys. I am happy that they have found my passion for water polo, and I enjoy helping out with coaching their team. Our time together sailing around the world has helped us to build a strong family bond that will be with us when we return to the US.
When not in the office, look for me...
- Coaching Water Polo
- At the beach with the family
- At a UCLA Football or Laker game
- Promoting my book, "The Liberated CEO"
How I’m advancing my career knowledge
As a UCLA Extension instructor, I have spent many hours teaching the investment concepts we use for our clients. Teaching forces you to be at the leading edge of knowledge. I also enjoy research, and spend a good deal of time taking the "conventional wisdom" of the industry and testing it to see how it may or may not apply to our clients. Finally, I tend to be very active with the professional associations to both help advance my own knowledge and that of the industry.
Scott Leonard 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
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Scott Leonard 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.
Scott Leonard is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Scott Leonard 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.
Contact Scott Leonard
417 Beryl Street
Redondo Beach, CA 90277