Denver, CO
Michelle Leichtner
Senior Wealth Advisor
Michelle Leichtner is an experienced Certified Financial Planner™ with over 20 years of financial services experience, now bringing her expertise to Compound Planning. She works with individuals and families to provide personalized financial strategies and solutions, focusing on comprehensive wealth planning. Michelle's strength lies in holistic planning and her ability to listen to the needs and goals of clients through all stages of life. She aims to help identify and execute those goals so her clients can focus on what’s truly important to them. Prior to joining Compound Planning, Michelle was a Wealth Advisor at Motley Fool Wealth Manag...
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Experience
Motley Fool Wealth Management
5 years
FFG Retirement Counseling
3 years
Merrill Lynch
2 years
Wedbush Securities
5 years
Qualifications
Vanguard University
Psychology, BA
CERTIFIED FINANCIAL PLANNER® Practitioner
CFP®
Series 7
FINRA
Series 63
FINRA
Series 65
FINRA
Specialities
Behavioral finance
Tax preparation
Tax planning
Retirement planning
Financial planning
Business owners
Professionals
Retirees
Disclaimer: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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