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

Wealth Management Advisor


Leonard has a unique background where he has seen the ins and outs of businesses. Before he began his career in financial services, he provided traditional accounting services as a Certified Public Accountant (CPA), such as auditing successful businesses. Leonard has served as the Chief Financial Officer (CFO) and Director of Operations and Marketing in both the Retail and Health Care sector where he restructured the companies to achieve better outcomes.

In 1995, Leonard discovered his calling to financial services when a former employee told him that “because of you, I achieved my dreams” based on their one hour conversation about saving for a home and retirement.

It gives Leonard great pleasure to work with clients, understand their financial issues, and craft a solution based on their needs to help them accomplish their goals and objectives.

Click here to download Leonard's resume.


  • Bachelor of Arts & Sciences in Accounting from California State University - Fullerton

Designations and Licenses

  • Certified Public Accountant (CPA) - A designation given by the American Institute of Certified Public Accountants to those who meet education and experience requirements and pass an exam.
  • Personal Financial Specialist (PFS) - Specialty credential for CPAs who are expert at helping individuals with all aspects of wealth management. The American Institute of Certified Public Accountants grant the Personal Financial Specialist (PFS) credential only to certified public accountants with significant personal financial planning education and experience.
  • Certified Financial Planner (CFP) - A certified financial panner refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. The CFP designation is awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Individuals desiring to become a CFP professional must take extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement.
  • Chartered Life Underwritefr (CLU) - A chartered life underwriter is a professional designation for individuals who wish to specialize in life insurance and estate planning.
  • Chartered Financial Consultant (ChFC) - A chartered financial consultant is a professional designation representing the completion of a comprehensive course consisting of financial education, examinations and practical experience.

Associations and Memberships

American Institute of Certified Public Accountants (AICPA) - Founded in 1887, the AICPA represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. The AICPA develops standards for audits of private companies, and other services by CPAs; provides educational guidance materials to its members; develops and grades the Uniform CPA Examination; and monitors and enforces compliance with the profession's technical and ethical standards.

  • Money Doctor Panelist
  • Member, Retirement Plan Committee
  • Member, Personal Financial Specialist Credential Committee
  • Member, Media Task Force
  • National Ambassador Spokesperson
  • Former Member, Personal Financial Planning Executive Committee
  • Former Member, Financial Literacy Commission
  • Past Chair, Emerging Processionals Task Force

California Society of Certified Public Accountants (CalCPA) - The CalCPA is the largest statewide professional association of certified public accountants in the United States with more than 42,000 members.

  • Past Chair, Personal Financial Planning Committee, Co-Chair Investment Sub-Committee, Communications Committee, and State Council Member
  • Past President, Orange County/Long Beach Chapter
  • Department of Labor and Internal Revenue Service Retirement Planning Panelist
  • Taught various courses for Continuing Professional Education for CPAs, CPE, and MCLE for attorneys
  • Junior Achievement Volunteer

Hawaii Society of Certified Public Accountants (HSCPA) - Incorporated in 1932, the Hawaii Society of Certified Public Accountants (HSCPA) has a diverse membership in public practice, business and industry, government and academia. The HSCPA is the only professional organization in Hawaii dedicated to CPAs with its purpose to promote high standards of integrity and competence within the accounting profession and to enhance the value of a CPA;

Nevada Society of Certified Public Accountants (NVCPA) - The Nevada Society of Certified Public Accountants was formed in 1946 to unite Certified Public Accountants within the State of Nevada. The Society's mission is to enhance the profession of certified public accountancy in Nevada through member service, support and advocacy for all of its members, including those in public practice, industry, government, or education.

  • Former Member

Specialties and Public Speaking Topics

  • Corporate Benefit Planning: 401(k), 403b, 457, 401a, Defined Benefit Plans & Disability Plans
  • Financial Literacy
  • Investment Planning & Tax Advantaged Accumulation Strategies
  • Non-Qualified & Deferred Compensation Planning
  • Risk Management Strategies
  • Retirement, Estate, & Charitable Planning
  • Business Continuation Planning

On behalf of the AICPA, CalCPA, and NVCPA, Leonard has appeared on television, radio, and has been quoted in many leading financial publications globally, including:

  • The Wall Street Journal
  • BBC Capital
  • Bloomberg
  • Time
  • BusinessWeek
  • Forbes
  • USAToday.com
  • CNN

Listen to some of Leonard's past radio recordings:

Read some of Leonard's quotes through the AICPA:

Professional Awards

  • CalCPA Vince Chin State Committee Service Award 2014
  • CalCPA Voice of the Profession Award

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