Denise Leish (BS, MBA)

Denise Leish focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs

Planning Specialties

Denise offers investment advice through on-going money management but has also developed a serivce for those looking for a one-time review.  The one-time review was developed in response to a large need from individuals who could not get professional advice because  their asset size was limited.   This product is one of the most popular services offered by Money Plans.     

Additional Information

Registered Investment Advisor

Registered Tax Specialist

NAPFA Start Date

January 17, 1993


This Office

8701 Georgia Ave Ste 710 Silver Spring, MD 20910-3713 Phone: (301) 589-4250 Fax: (301) 589-0276