Leal Financial Planning
Business details
- Category
- Financial Services · Financial planner
- Address
- 900 E Hamilton Ave #100, Campbell, CA 95008
- Phone
- (408) 679-3354
- Website
- lealfp.com
- County
- Santa Clara County
Hours
- Monday: 10 AM–6 PM
- Tuesday: 10 AM–6 PM
- Wednesday: 10 AM–6 PM
- Thursday: 10 AM–6 PM
- Friday: 10 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Leal Financial Planning is a fee-based financial planning practice in Campbell serving clients across Santa Clara County and the South Bay. We help individuals and families build clear, comprehensive plans for retirement, investments and managing the assets they have accumulated.
Our approach is independent and fiduciary: we act in your best interests and do not earn commissions for selling specific investments. We take the time to explain every recommendation in straightforward, transparent terms, so you understand your plan and can make confident decisions.
Many of our clients come to us as they approach retirement, looking for a practical plan for how long their savings will last and how to budget with confidence. We also work with clients who want to review and restructure their finances, and we are glad to teach you the principles so you can apply them yourself.
Book a consultation through our website to start the conversation.
Our approach is independent and fiduciary: we act in your best interests and do not earn commissions for selling specific investments. We take the time to explain every recommendation in straightforward, transparent terms, so you understand your plan and can make confident decisions.
Many of our clients come to us as they approach retirement, looking for a practical plan for how long their savings will last and how to budget with confidence. We also work with clients who want to review and restructure their finances, and we are glad to teach you the principles so you can apply them yourself.
Book a consultation through our website to start the conversation.