Back to Search Favorites List

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

Visit Website 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.
Submit
Visit Website 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.

Submit

This Office

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