My name is Karl Leal. As a fee-only planner, I am completely independent and I work solely for my clients. I do not sell products, nor do I receive any commissions or third-party referral fees. This allows you to receive objective financial planning advice, without conflicts of interest regarding compensation.
I strongly believe that everyone can and should benefit from professional, objective financial planning and advice, not just those who are wealthy. Many financial advisors accept clients only if they meet certain income and net worth requirements. I believe, however, that professional, objective advice is something all Americans need, at least periodically, to build the brightest financial futures. Holding to this philosophy, I am proud to offer the same quality, professional advice to all clients, not just the affluent. If you simply need a one-time or periodic consultation, I am happy to meet with you on an hourly, as-needed basis. - Designations
I have a Bachelor of Science degree in Business from San Jose State University. I also have a certificate in personal financial planning from UC Santa Cruz.
In my spare time I am also an avid runner and enjoy outdoor activities including fishing and hiking. I also enjoy cooking, reading and just sitting with the family on the couch watching Rom Coms.
Teaching foster youth about banking and saving strategies.
