Scott Leonard (CFP®, EA)
Scott Leonard focuses in the
following client markets or areas of practice:
- Business Owners
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Business Owners
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
What separates Navigoe from the masses is our focus on maximizing after-tax cash flow for our retired clients and establishing the optimized portfolio allocations for those approaching retirement. That process is delivered by a team of Certified Financial Planning professionals with diverse areas of expertise and sub-specialty. If limited to three areas that uniquely define Navigoe's expertise and services, they would be:
- Creating Cash Flow in Retirement - Our clients have more income to spend allowing them to fulfill all their life’s dreams and aspirations
- Concierge Wealth Management - Our clients have a trusted partner to proactively help them navigate life’s complex financial issues
- Consistent, Market Test Investment Strategy - Our clients have peace of mind in knowing that their investment strategy has been consistent for the past 20 years, surviving 2 of the 4 largest market crashes since the great depression
Additional Information
Navigoe’s team of Certified Financial Planner™ professionals is led by founder, Scott Leonard, CFP, who was listed as among the five most influential Registered Investment Advisors for 2012.
Scott is an instructor at UCLA Extension. He is a national speaker on investment, wealth management, and practice management issues. Scott is a published author, specializing in advanced investment theory, and has been the featured financial planner for the Los Angeles Times weekly "Money Make-Over" column. His analysis and opinions on advanced wealth management issues have been featured in national publications, including The Wall Street Journal, USA Today, Money Magazine, Time.com and Kiplinger's Personal Finance.
In 2014, Wiley published "The Liberated CEO" written by Scott Leonard, detailing how he planned and executed his life goal, a 3-year sailing adventure around the world with his family.
NAPFA Start Date
May 15, 1998
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