Richard Leake (CFP®, CMT, EA)
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Richard Leake focuses in the
following client markets or areas of practice:
- Baby Boomers
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Baby Boomers
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
Planning Specialties
Retirement planning and tax planning, including tax preparation and employer-provided stock and stock options.NAPFA Start Date
August 18, 2023
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