Leal Financial Planning

My mission is to provide the highest level of service and expertise in the most economical way possible. I do that by providing the service that you require on an hourly basis. I think your investments are best kept under your control with but with my guidance. I provide the level of guidance that you require to get the job done right.

While my services are project based I hope that we develop a long lasting relationship. I  want to be here for you when you have questions. I also strongly suggest that at least yearly together we review your financial status to see if any changes are in order. Stock market fluctuations and life events call for some type of response to keep you on the right course to attain your goals.
  • No conflicts of interest regarding advisor compensation
  • No commissions
  • No sales pressure
  • No third-party sales incentives
  • No net worth or account minimums required
  • No long-term contracts or asset management required

Whether you’re thinking about retirement planning, investment recommendations, or a second opinion on the plan you already have, meet with me to see if I am a good match for what you are looking for. There is no cost for our first meeting so you risk nothing.

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Advisors at this Office

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This Office

155 E Campbell Ave Ste 201 Campbell, CA 95008-2046 Phone: (408) 679-3354

Primary Office

155 E Campbell Ave Ste 201 Campbell, CA 95008-2046 Phone: (408) 679-3354