Anna Leon, CFP®

Anna leads a team of professionals dedicated to providing high-net-worth families, closely-held businesses, and charitable organizations with a full range of customized wealth services including investment management, private banking, trust & estate services and comprehensive wealth planning. Anna joined the organization in 2023 and has 20 years of experience in the financial services industry.

Anna earned a Bachelor of Arts in Communication Studies from California State University, Sacramento. She is a CERTIFIED FINANCIAL PLANNER™ professional and has a Series 7, 24 and 66 securities licenses, along with her Life, Accident & Health or Sickness, and Variable Life and Variable Annuity insurance licenses.

Anna, a Bay Area native, is fluent in Spanish and conversational in Portuguese. Her linguistic abilities highlight her intellectual pursuits and her deep connection to diverse cultures.