Paul Leach, CFP®, CRPC®, CPFA

Managing Director, Private Advisor, Sports and Entertainment Advisor

Paul Leach is the principal of Leach Wealth Partners and specializes in investment management, holistic financial planning, succession and estate planning, and risk mitigation. Paul has over 15 years of experience which help maximize long and short term financial goals by incorporating investment strategies and planning strategies taking into consideration current economic, tax, and political policy while avoiding/mitigating potential risks, threats and blind spots.

Paul understands family dynamics and works with each family generation to maximize their benefit and mitigate taxes. Paul works directly with client CPAs, estate planning attorneys, and other trusted advisors to ensure all aspects of his clients’ financial lives are accounted for and in good order.

Paul earned his B.A. in Economics from the University of California, San Diego and his MBA in Finance from Loyola Marymount University. He earned his CERTIFIED FINANCIAL PLANNER TM (CFP (r)) certification, his Chartered Retirement Planning Counselor designation (CRPC), and Certified Plan Fiduciary Advisor designation (CPFA). Additionally, given Paul’s focus on helping professional athletes and entertainers reach their financial goals, Paul is a qualified Sports & Entertainment Advisor.

Paul lives in Torrance with his wife and three children. He is active in his community, church, and supports many non-profit organizations. In 2008, Paul founded a charity surf camp, Surf 4 Kidz, which he continues to operate each summer to raise money for at-risk military veterans.