Leonard C Wright, CPA, PFS, CFP®

Wealth Management Advisor

Our business mission is working together to achieve financial success through understanding, education, and action.©


A message from our team

Thank you for visiting our website! We appreciate the opportunity to make a difference in our clients' lives and our community. Please take your time to familiarize yourself with our team, services, and resources. If you would like to learn more about our services, our team is here to answer any questions.

 

Retirement Plan Specialist

As a Retirement Plan Specialist, Leonard works with business owners to ensure that their company's retirement plan matches the firm's unique corporate culture. Our team finds that retirement plans are more successful when payments to the program are structured in the company's best interest and the plan design is consistent with the firm's values. More importantly, our goal is to enhance outcomes by increasing plan participation rates and focusing on on-track for retirement metrics.

Employer Retirement Plans: Creating a Retirement-Ready Nation

Through Leonard's leadership at the California Society of Certified Public Accountants (CalCPA), he worked with the California Treasurer's office on the development of the California State IRA program.  Follow this link to read Leonard's article on CalSavers that was published in the California CPA magazine January / February 2019 edition!

Supporting our communities nationwide

On behalf of the American Institute of Certified Public Accountants (AICPA), Leonard has had many community involvements. He worked on a three person task force with the American Red Cross and National Endowment for Financial Education to highlight the importance of disaster planning in your community. Whether it is a weather emergency, natural disaster or personal crisis due to illness, unemployment or disability, most families will experience some form of disaster that leaves them wtih little or no time to think before making important decisions.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

How Does an Annuity Work?

It can work as a part of your overall financial plan to provide you with guaranteed payments in retirement that will last as long as you live. Read More

What Is Financial Planning?

You can create basic strategies to manage your money that will help you organize your goals and celebrate life’s milestones with a sense of security. Read more

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck