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Who's right for you.

Laura A. Leavitt, CFP®

Independent Services - Financial & Ins

1275 S Winchester Blvd
Suite B
San Jose, CA 95128
Phone: (408) 249-4611
Fax: (408) 243-9695

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement

 

How Planner Charges
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