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UNCAGED With Leah Jones
As an investment professional with nearly two decades of experience, simplifying people’s financial lives is part of the job description. Leah starts by helping her clients develop a thorough understanding of where they currently are financially and she then asks them to think about where they want to be. To get them there, Leah begins by addressing and protecting their immediate financial needs and then focuses on building out intermediate and long-term financial plans all while creating the necessary accountability to achieve these goals.
Leah protects the things that are most important to her clients by devising customized portfolios designed to help them achieve their goals and make extremely important financial decisions that have long-term impacts. She focuses on building a lifelong relationship with her client to ensure future success.
Her financial background along with her two prestigious industry designations, the CFA and CFP®, relay her advanced knowledge of investments. However, understanding investments is only one side of the equation. The more important piece is ensuring that your clients are listened to, and their goals are understood.
Currently, her niche client market includes business owners and/or high-income earners who recognize that investments aren’ttheir specialty and know the importance of their time, especially when it comes to being financially secure and achieving their life goals. Leah also works with clients who are going through or have gone through a divorce. She provides the necessary guidance on financial settlement packages as well as recommendations of the division of assets. She utilizes financial planning tools to model the complexities of these settlements and are able to serve as an expert financial planning witness.
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By Uncaged Show
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As an investment professional with nearly two decades of experience, simplifying people’s financial lives is part of the job description. Leah starts by helping her clients develop a thorough understanding of where they currently are financially and she then asks them to think about where they want to be. To get them there, Leah begins by addressing and protecting their immediate financial needs and then focuses on building out intermediate and long-term financial plans all while creating the necessary accountability to achieve these goals.
Leah protects the things that are most important to her clients by devising customized portfolios designed to help them achieve their goals and make extremely important financial decisions that have long-term impacts. She focuses on building a lifelong relationship with her client to ensure future success.
Her financial background along with her two prestigious industry designations, the CFA and CFP®, relay her advanced knowledge of investments. However, understanding investments is only one side of the equation. The more important piece is ensuring that your clients are listened to, and their goals are understood.
Currently, her niche client market includes business owners and/or high-income earners who recognize that investments aren’ttheir specialty and know the importance of their time, especially when it comes to being financially secure and achieving their life goals. Leah also works with clients who are going through or have gone through a divorce. She provides the necessary guidance on financial settlement packages as well as recommendations of the division of assets. She utilizes financial planning tools to model the complexities of these settlements and are able to serve as an expert financial planning witness.