
I honestly couldn't be happier with my time consulting with Karl over my finances. He's been the first financial advisor to help me navigate the world of 401Ks and investments and boy am I glad...
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Leal Financial Planning is a fee-only financial planning firm located in Campbell, California, offering hourly as-needed services to clients seeking personalized financial advice. The firm emphasizes a client-centered approach, providing tailored strategies to meet individual financial goals.
With a commitment to transparency and professionalism, Leal Financial Planning operates without commission-based incentives, ensuring that clients receive unbiased advice. The firm is dedicated to creating lasting relationships built on trust and expertise in financial planning.
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I honestly couldn't be happier with my time consulting with Karl over my finances. He's been the first financial advisor to help me navigate the world of 401Ks and investments and boy am I glad...
A message on this provider's website says that he is not taking on any new clients. Maybe retiring?
I first went to see Karl as i approached retirement, more than 5 years ago. I had no idea how to manage the money i had accumulated in my retirement 403B, how long it might last, nor how to...
It took me a long time to find the right person but it was well worth the wait. If you are looking for a knowledgeable, trust worthy, fee-based, financial adviser, look no further. Karl (Leal...
I've worked with Karl Leal since I semi-retired 6 years ago, and since then, he has helped me flawlessly plan for a successful full retirement. I couldn't have asked for a better financial planner...
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