Karl Leal (AAMS, CFP®, CRPC®, RICP®)

Karl Leal focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Hourly
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

  • Are you on track financially to retire with the lifestyle you desire?
  • Can you afford to buy a new house? A vacation home? A new car?
  • Are your investments well diversified? And are you saving enough?
  • How much (life) insurance do you need to protect your family? Do you need disability insur-ance? Or earthquake insurance?
These types of questions are difficult to answer confidently for middle-income Bay Area residents, given the high cost of living in California.

How do you validate your current financial path given all of the above issues? For middle-income Americans, finding affordable, objective financial advice has always been a challenge.

Leal Financial Planning was founded to help provide objective advice in a cost effective manner. We can help you answer your questions and build a plan to organize your finances

Additional Information

AAMS® designees distinguishes themselves by identifying opportunities not only in investment planning, but also by making comprehensive recommendations to meet a broad range of your financial goals—from saving for your children’s college education to reducing taxes to building a nest egg for your retirement. With all of the complex financial planning information available today, an AAMS® designee can give you knowledgeable advice on the best assets and strategies for your total financial needs.
 
Learn about your options by turning to a professional in retirement planning—a Chartered Retirement Planning CounselorSM or CRPC® designee. CRPC® designees can provide you with an understanding of complex pre- and postretirement issues. From helping you maximize sources of retirement income to guiding you through investments, a CRPC® designee will effectively identify and analyze what you should do today to ensure a secure tomorrow.

NAPFA Start Date

February 24, 2017

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This Office

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