In our insatiable desire to broaden and deepen our communication with our clients, our community, and the internet public at large, Scott Leonard and Eric Toya are proud to announce the launch of the Leonard Wealth Management Blog!
Who are Scott and Eric?
Scott Leonard is founder and owner of Leonard Wealth Management. His credentials include Certified Financial Planner™ (CFP), and Certified Estate Adviser (CEA™).
In addition to running Leonard Wealth Management, Scott is an instructor at UCLA Extension, teaching courses in the financial planning certificate program. He is also an instructor and Dean of the School of Investments for NAPFA University. He is a national speaker on investment and wealth management issues.
Eric Toya is a Wealth Manager for Leonard Wealth Management. Eric has a Bachelor's degree from the University of Southern California in Business Administration with an emphasis in finance and accounting. Eric has completed the CFP™ professional education program from the College for Financial Planning and earned the CFP designation in 2007.
What will we write about?
Any topic of interest that is related, however loosely, to financial planning, wealth management or investing will be fair game. In particular, we have three main topics:
- Retirement Planning. One of the specialties of Leonard Wealth Management is planning retirement portfolios and cash flows. Scott teaches an investment class at UCLA that specifically addresses these issues.
- Charitable Giving. We have found that smart, planned charitable giving is an increasingly important component of our clients' overall financial planning. In order to ensure that we are doing everything that we can to properly advise clients in this area, Eric is enrolled in the Chartered Advisor in Philanthropy program at the American College.
- General Financial Planning. During our daily lives, we encounter many stories and situations that would make for good articles or lessons for our clients or the general public. This may be about anything from budgeting to insurance, real estate to economics, holiday shopping to car shopping. In other words, whatever we feel like writing.
Why a Blog?
A blog is an informal way of writing about anything that interests the author. We have found that submitting articles to established publications may come with the benefits of being "published" and being read by a larger audience. However, those benefits come with restrictions, deadlines, and a lack of control on our part (the publisher is in charge). A blog allows us to write what we want, when we want. We encourage comments, although given the nature of our business, reserve the right to delete those we find to be inappropriate.
Please check back often, and let us know if there is a topic which you would like Scott or Eric to write about. If you would like updates when we post new articles, subscribe to our feed.
Gentlemen,
Welcome to the world of blogging. Great to meet fellow CFP's who are entering the fray.
I like how you have started and will be following your feed. Looking forward to hearing what you have to say!
Art Dinkin, CFP
Posted by: Art Dinkin | January 09, 2008 at 03:00 PM
This blog on wealth management is interesting , one can avail a clear picture on financial planning and cash flow analysis giving maximum benefits to the businesses .
Posted by: John Beck | October 29, 2009 at 08:55 PM
I think You do a great job. Thanks
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