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    Here’s our story. We look forward to hearing yours.

    At Leonard Financial Group, our sole focus is YOU.

    Meet Our Team

    Jeffrey M. Leonard, Managing Principal

    Certified financial planner

    Jeff is the founder and Managing Principal of Leonard Financial Group, a Registered Investment Advisor firm providing fiduciary financial planning services for east and central Florida.  As a fiduciary for his clients, Jeff is required to act in the best interest of his clients at all times. 

    Jeff graduated from the University of Texas at Dallas with a Bachelor of Science degree in Computer Science and Math minor.  He is a Registered Financial Consultant© with the International Association of Registered Financial Consultants and an Investment Advisor Representative.  He is also a member in good standing with the National Ethics Association. 

    Jeff and his wife, Julie, have been married since 1990 and are the proud parents of two children, Hope and James. Jeff is active in the community having served as coach, treasurer and president of the Space Coast United Soccer Club since 2003 and a parishioner of Ascension Catholic Church in Melbourne.  He and Julie believe in giving to the community and have happily sponsored and donated to many local charities. 

    Julie G. Leonard

    Principal and V.P. Operations

    Julie has more than 20 years of experience working in the life and health care industry.  Her primary responsibility is to manage the day-to-day business operation and ensure the practice is in full compliance with all laws and regulations. 

    Julie’s career took her from Southern California to Boise, Idaho where she took a position with John Alden Life Insurance Company in 1986. She quickly advanced in and transferred to the home office in Miami, FL. Where she managed a staff of business experts who specialized in managed care.

    Julie and Jeff Leonard have been married for over 24 years and have two children.  Her free time is devoted to volunteering with the kids’ school and soccer club.  In addition, the family is an active part of the Ascension Catholic Church. 

    Liz Pinchera, FSCP®

    Investment Advisor Representative
    Licensed Insurance Agent

    Liz joined Leonard Financial Group in February 2016. She is a Financial Service Certified Professional and an Investment Advisor Representative. She is licensed in the State of Florida for Life, Health and Variable Annuity. She graduated from the Florida Institute of Technology in Melbourne with a Bachelor of Science degree in Chemical Engineering.

    Her expertise in Medicare Supplemental and Advantage Plans as well as Life, Long Term Care and Disability insurance will provide small businesses and individuals with the information needed to protect their income and assets from financial hardship.

    Liz and her husband, Pat, have been married since 1986 and have two children, Patrick and Tori. Liz is activity involved in the community and is on the Brevard Development Leadership Board for Devereux. She is also involved with her husband in a program at Ascension Catholic Church that works with engaged couples in preparation for marriage. Her hobbies are tennis and golf.

    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at contact@leonardfinancialgroup.com or call us at 321-259-6239 today!

    By contacting us, you may be offered information regarding the purchase of insurance and investment products.

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  • At Leonard Financial Group, our sole focus is YOU.

    Retirement Planning

    Investment and Tax Planning

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    The Your Retirement Income Planning Checklist report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.