The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Leon A Roat

Leon A Roat

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Saving for Education

Education

California Polytechnic University 1982 Bachelor of Science in Economics/Finance
CA Insurance #0A95439

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Our Staff

Sannette Nel

Sannette Nel

Client Service Manager

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Qualifications

  • Client Services
  • Divorce Settlement
  • Estate Settlement
Minglei Li

Minglei Li

Paraplanner

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Qualifications

  • CA Insurance # 0F06448
  • Provides the practice with a high level of expertise in following areas: Trading, Financial Planning, Insurance and Compliance
Amy Roat

Amy Roat

Client Service Associate

Jessica Roat

Jessica Roat

Client Service Coordinator