James "Rick" Leonard, CPA, CFP®Director, Tax and Planning
James "Rick" Leonard, CPA, CFP®
Rick has provided Strategic Wealth Management, Business Planning, and Income Tax / Transfer Tax Planning Services to a select Closely-Held Business Owner and Affluent Family Clientele for the past twenty years. Rick is a Certified Public Accountant with a Personal Financial Specialist Designation from the American Institute of Certified Public Accountants. He is also a Certified Financial PlannerŪ. He is a member of the American Institute of Certified Public Accountants and Financial Planning Association. Rick has served on the Personal Financial Planning Advisory Board of the Washington Society of Certified Public Accountants (1999 – 2002) and was a member of Financial Planning Association's – Government Relations National Tax Subcommittee (2004 – 2005). Rick has extensive experience providing advice to in the development and implementation of complex financial strategies. Rick holds a Bachelor of Science Degree in Business Administration (Accounting) from Colorado State University.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP�, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements
