Karl Leonard Hicks (CFP®, MBA)
Karl Leonard Hicks focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Cash Flow/Budgets/Credit Issues
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
Karl Leonard Hicks is a founding members of The Leonard Financial Group, LLC, with over 30 years of experience in the financial services industry, he has worked in the finance department of various industries including retail, real estate and the entertainment industry.
However, personal financial planning has given him the most satisfaction. Mr. Hicks received his Bachelor’s degree from California Baptist College. He returned to complete his studies and received a Master’s in Business Administration (MBA) from California Baptist University. In 2004, Mr. Hicks became a Certified Financial Planner™ (CFP®) practitioner through the authorization of the Certified Financial Planner Board of Standards Inc. (CFP Board).
Mr. Hicks enjoys using his facility with mathematics and numbers to help clients get a clear picture of their path to financial success. He serves and has served on many community boards and city committees. He has been recognized numerous times for his work in the community.
Mr. Hicks is a graduate the Greater Riverside Chamber of Commerce’s Leadership Riverside program, a past President of the Financial Planning Association’s (FPA) Inland Empire Chapter, a member of the University of Redlands Professional Financial Planning Advisory Committee as well as an adjunct faculty member teaching investment management.
Additional Information
Karl Leonard Hicks is a native of Riverside, CA and continues to live there with his wife and children.
"I know so many people who have such a frustration with math and numbers, and when it comes to their finances; that is such a detriment. I’ve always enjoyed being able to help people understand how their finances help their lives — and how their finances are a tool to help them achieve other things.
I consider myself their Personal Financial Avatar.”
NAPFA Start Date
August 26, 2015
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