Richard Leake (CFP®, CMT, EA)

Additional Information

Bart accepts hourly and retainer clients. Bart enjoys working with clients planning retirement and assisting those with employer-provided stock options. As a financial planner at Cadence Financial Planning, he is most passionate about providing tax planning and tax preparation as part of his comprehensive financial planning services. Before becoming a financial planner, Bart honed his skills with a major retail broker-dealer, working with high-net-worth clients and educating them on options trading, portfolio hedging, and risk management strategies. Additionally, his valuable perspective as a former partner in an option trading firm and member of the Chicago Board of Trade empowers him to bring a distinctive insight to the financial markets, including a deep understanding of the fundamental and technical aspects. Bart's professional qualifications include a B.S. in Finance from DePaul University. He is a CERTIFIED FINANCIAL PLANNER™, Chartered Market Technician®, and an Enrolled Agent. His extensive network of knowledge is further enhanced by his active membership in the Alliance of Comprehensive Planners, the Financial Planning Association of Illinois, the National Association of Personal Financial Advisors, and the XYPN Planning Network.