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Leon Laub, CFP®, CIMA®

Merrill Lynch

145 S State College
Ste 300
Brea, CA 92821
Phone: (714) 257-4403

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • 401(k)/403(b)/IRAs
  • Banking
  • Asset Allocation
  • Investment Management
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

Foreign Languages
  • Spanish

 

About My Practice

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 4, 63, 65
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
Broker-Dealer Affiliation
Merrill Lynch/Bank of America

 

How Planner Charges

Considerations: Free "Second Opinion" on Investment and Retirement Plans.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.