Leonard C Wright, CPA, PFS, CFP®, CLU®, ChFC®

Wealth Management Advisor


Leonard grew up in Huntington Beach, California.  He studied Business Accounting at California State University, Fullerton and later moved to Los Angeles where he met his wife, Marilyn.  They now live in San Diego with their two adorable children, Lindsay and Alex. 

Leonard spends a lot of his time traveling and meeting with clients.  He appreciates learning everything his clients have to share from their personal and professional experiences. 

All of his free time is spent with his family – he enjoys accompanying Alex on scouting expeditions and family road trips to National Parks across the country.  In addition, their family enjoys harvesting  vegetables from their garden.  Over the holidays, their family loves to share whether it’s pickled zucchini, butternut squash, spaghetti sauce made from homegrown vine ripened tomatoes or other types of confectioneries.

Leonard and Marilyn are incredibly proud of Lindsay and Alex.  Both Lindsay and Alex have excelled in their classes and competed in statewide science competitions.  Leonard supports Lindsay and Alex and helps them standout in their classes with Leonard's creativity on school projects.  For Lindsay's 4th grade Mission Project, Leonard scored Lindsay an interview with Dr. Ruben Mendoza at California's 13th Spanish Mission - Mission Soledad. Follow this link to listen to the interview!






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