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
- 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