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Richard Leake (CFP®, CMT)

Richard Leake focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)

Planning Specialties

Retirement planning and tax planning, including tax preparation and employer-provided stock and stock options.

NAPFA Start Date

August 18, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

5205 Chairmans Ct, Ste 204 Frederick, MD 21703-2918 Phone: (301) 371-5104
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Other Offices

500 W Madison St, Ste 1000 Chicago, IL 60661-2559 Phone: (301) 371-5104
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