Leal Deddens takes an independent and comprehensive approach to help ensure that your financial goals and risk tolerance are properly considered and managed. By working with your own tax and legal advisors, as well as his talented team, they can design and implement a personalized plan of action.
As a CFP®, Leal has pledged to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when taking care of clients. He earned the CERTIFIED FINANCIAL PLANNER™ certification after a rigorous two day exam covering the financial planning process, tax planning, employee benefits, retirement planning, insurance, estate planning and wealth management.
CRPC conferred by College for Financial Planning.