Leisa Aiken (CFP®, MBA)

Leisa Aiken focuses in the
following client markets or areas of practice:

Hourly

Investment Advice without Ongoing Management

Middle Income Client Needs

Retirement Plan Investment Advice

Women's Financial Planning Issues

Planning Specialties

Services include Getting Started, Next Step services for those in transitions, Investment Analyses or Second Opinions, Customized Financial Planning, Hourly As-Needed Advice and Ongoing Financial Planning and Hourly Investment Counsel.

Additional Information

The mission of Veo Financial Counsel is to partner with clients who seek expertise, experience, transparency and retaining a sense of control and provide them with information and recommendations to be good financial decisions and create a better financial future. Veo, means “I see” or “I get it.”

Leisa has served clients from many backgrounds and walks of life including employees, the self-employed and retirees who work or worked alone in corporate environments, universities, schools and nonprofit organizations. They range in age from young singles, professionals and the “aspiring affluent,” to retirees. Leisa works with financial novices as well as those with considerable financial sophistication.