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JL Wealth Management

  • Phone: 818.956.6433
  • Email: jleach@jlwealthmanagement.com
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John Leach

818.956.6433
jleach@jlwealthmanagement.com

A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.

John Joseph Leach, ChFC®

With knowledge and experience spanning nearly 25 years, John Leach has a successful track record of implementing long-term financial strategies designed to maximize investment returns for his clients.

John is a client-first, service-first financial advisor. His entire career has been devoted to the success of his clients.

He is a Chartered Financial Consultant® (ChFC®), a designation earned through The American College in Bryn Mawr, PA. The ChFC® requires an advanced education in financial planning, including insurance, income taxation, retirement planning, investments, estate planning, and behavioral finance. He holds an undergraduate degree from BYU Hawaii where he was on full scholarship.

John and his wife enjoy spending time together, drinking wine together, and watching their children grow into successful adults.

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  • 32107 Lindero Canyon Road Suite 133, Westlake Village, California 91361 United States
  • Phone: 818.956.6433
  • Email: jleach@jlwealthmanagement.com

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