Anna Leon, CFP�®
Senior Vice President, Market Manager
Address
San Jose
50 W San Fernando Street, Suite 275,
San Jose, CA 95113
Financial solutions for high net worth clients and Ultra-high net worth with investible assets of $1MM - $100MM+
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About me
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.
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.
Services offered
- Wealth Planning
- Banking and Borrowing
- Trust and Estate
- Investment Management
- Retirement Planning
- Philanthropy
- Tax Planning
- Insurance & Risk Management
- Investment Advisory Services
- Family Office Services
- Capital Advisory Services
- Fiduciary Advisory Services
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