About Karl
I work with individuals and families to create, implement and manage financial plans designed to achieve financial goals that require money and planning. It’s the achievement of these goals that is evidence of financial success and which, I believe, is the ‘Fulfillment of the Promise of Financial Planning’.
Areas of focus
Credentials & background
Designations
Education
California Baptist University
Clients served
Regulatory
The firm
Leonard Financial focuses on comprehensive financial planning, implementation and management, based on your goals should be top priorities for individuals and families of all ages and income ranges. Our process begins with a conversation about what’s important to you, your goals and your personal resources. From there we can create a personal financial plan for you, designed and structure to accomplish your financial goals.
6820 Indiana Avenue, Riverside, CA 92506$47.69M assets under management